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Building 2RPATA, LLC

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Phone901-421-6300
NotebookSEC #801-125001
Total AUM
$74.2M
Employees
5
Clients
37

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address



Operating Hours
9:00 AM - 4:30 PM
Monday - Friday
Phone
901-421-6300

ReceiptFinancials

Total AUM
$74.2M
Accounts
347
Discretionary
$70.8M
Accounts
146
Non-Discretionary
$3.4M
Accounts
201

ContactClients

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Individual Clients
28
AUM
$15.7M
HNW Individual Clients
4
AUM
$41.6M
Pension/Profit Sharing Plan Clients
5
AUM
$16.9M

Briefcase businessServices

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Services Offered
Advisor / Fund Manager SelectionFinancial PlanningIndividual Portfolio ManagementInstitutional Portfolio ManagementPension Consulting
Compensation Types
Charges Fixed FeeCharges Hourly FeeCharges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
KYMSTN

HandshakeAffiliates

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Affiliates
Reported 3 business affiliates.
Claimed Affiliates
Reported as an affiliate by 1 other business.

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