1. Home
  2. Chevron right
  3. Firms
  4. Chevron right
Log inSign in SparklesCreate a free account

Building 2RB INVESTMENT MANAGEMENT INC.

Map pinGREEN BAY, WI
Phone920-634-0289
NotebookSEC #801-124968
Total AUM
$6.7M
Employees
1
Clients
16

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
1039 WEST MASON ST
GREEN BAY
WI 54303
United States
Operating Hours
9AM - 4:30PM
Monday - Friday
Phone
920-634-0289

ReceiptFinancials

Total AUM
$6.7M
Accounts
39
Discretionary
$6.7M
Accounts
39
Non-Discretionary
$0
Accounts
0

ContactClients

View more in analytics →

Individual Clients
13
AUM
$2.6M
HNW Individual Clients
3
AUM
$4.1M

Briefcase businessServices

View ADV Part 2 brochures →

Services Offered
Financial PlanningIndividual Portfolio Management
Compensation Types
Charges Fixed FeeCharges Hourly FeeCharges Percentage AUM

Shield checkCompliance

Disclosures
SRO Discipline/Expulsion/Suspension
State Registrations
LAWI

HandshakeAffiliates

View all affiliates →

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

Feature requires an account