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Building 2RWA ADVISORS

Map pinBOCA RATON, FL
Phone561-288-1160
NotebookSEC #801-124963
Total AUM
$199.1M
Employees
4
Clients
221

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
1200 N. FEDERAL HIGHWAY
SUITE 200
BOCA RATON
FL 33432
United States
Operating Hours
8:30 AM TO 5:00 PM
Monday - Friday
Phone
561-288-1160

ReceiptFinancials

Total AUM
$199.1M
Accounts
221
Discretionary
$67M
Accounts
173
Non-Discretionary
$132.1M
Accounts
48

ContactClients

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Individual Clients
68
AUM
$7.3M
HNW Individual Clients
145
AUM
$93.9M
Pension/Profit Sharing Plan Clients
8
AUM
$98M

Briefcase businessServices

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Services Offered
Advisor / Fund Manager SelectionFinancial PlanningIndividual Portfolio ManagementOther ServicesPension Consulting
Other Services
ESTATE PLANNING, INSURANCE POLICY REVIEWS & RELATED CONSULTING
Compensation Types
Charges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
FL

HandshakeAffiliates

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Affiliates
Reported 2 business affiliates.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.

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