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Building 2HD MONEY, INC.

Map pinSARASOTA, FL
Phone941-925-2121
NotebookSEC #801-125764
Total AUM
$386.1M
Employees
12
Clients
484

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
3322 BEE RIDGE ROAD
SUITE 200
SARASOTA
FL 34239
United States
Operating Hours
9-5
Monday - Friday
Phone
941-925-2121
Other Offices
1

ReceiptFinancials

Total AUM
$386.1M
Accounts
998
Discretionary
$386.1M
Accounts
998
Non-Discretionary
$0
Accounts
0

ContactClients

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HNW Individual Clients
484
AUM
$386.1M

Briefcase businessServices

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Services Offered
EducationFinancial PlanningIndividual Portfolio Management
Compensation Types
Charges CommissionCharges Fixed FeeCharges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
FLTX

HandshakeAffiliates

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

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