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Building 2ID FUNDS ADVISOR LLC

Map pinBOCA RATON, FL
Phone(561) 462-1200
NotebookSEC #801-124850
Total AUM
$260.1M
Employees
12
Clients
41

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
751 PARK OF COMMERCE DRIVE
SUITE 128
BOCA RATON
FL 33487
United States
Operating Hours
8:00 AM - 5:00 PM
Monday - Friday
Phone
(561) 462-1200

ReceiptFinancials

Total AUM
$260.1M
Accounts
43
Discretionary
$260.1M
Accounts
43
Non-Discretionary
$0
Accounts
0

ContactClients

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Pooled Vehicle Clients
41
AUM
$260.1M

Briefcase businessServices

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Services Offered
Pooled Vehicle Portfolio Management
Compensation Types
Charges Percentage AUMCharges Performance-Based

Shield checkCompliance

Disclosures

None reported

State Registrations
DEFL

HandshakeAffiliates

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Affiliates
Reported 5 business affiliates.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.

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