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Building 2RESOURCE 1, INC.

Map pinNORFOLK, VA
Phone757-616-0600
NotebookSEC #801-123616
Total AUM
$132.7M
Employees
2
Clients
116

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
999 WATERSIDE DR
SUITE 435
NORFOLK
VA 23510
United States
Operating Hours
8:30 AM - 4:30 PM
Monday - Friday
Phone
757-616-0600

ReceiptFinancials

Total AUM
$132.7M
Accounts
116
Discretionary
$132.7M
Accounts
116
Non-Discretionary
$0
Accounts
0

ContactClients

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Individual Clients
63
AUM
$23.2M
HNW Individual Clients
46
AUM
$80.1M
Pension/Profit Sharing Plan Clients
5
AUM
$24.9M
Charitable Organization Clients
2
AUM
$4.5M

Briefcase businessServices

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Services Offered
Individual Portfolio Management
Compensation Types
Charges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
FLTXVAWI

HandshakeAffiliates

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Affiliates
Reported 1 business affiliate.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.

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