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Building 2HF ADVISORY GROUP, LLC

Map pinANNAPOLIS, MD
Phone(410)-571-1415
NotebookSEC #801-125758
Total AUM
$321.5M
Employees
6
Clients
460

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
166 DEFENSE HIGHWAY
SUITE 102
ANNAPOLIS
MD 21401
United States
Operating Hours
9:00AM - 5:00PM
Monday - Friday
Phone
(410)-571-1415
Other Offices
1

ReceiptFinancials

Total AUM
$321.5M
Accounts
1,301
Discretionary
$321.5M
Accounts
1,301
Non-Discretionary
$0
Accounts
0

ContactClients

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Individual Clients
361
AUM
$120.9M
HNW Individual Clients
99
AUM
$200.6M

Briefcase businessServices

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

Shield checkCompliance

Disclosures

None reported

State Registrations
CACODCDEFLGAMDNCNENHNYPATXVA

HandshakeAffiliates

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

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