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Building 2CAPITAL AND PLANNING, LLC

Map pinJONESBORO, GA
Phone678-519-5733
NotebookSEC #801-125802
Total AUM
$193.9M
Employees
2
Clients
520

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
2242 MT. ZION ROAD
JONESBORO
GA 30236
United States
Operating Hours
9:00AM-4:00PM
Monday - Friday
Phone
678-519-5733

ReceiptFinancials

Total AUM
$193.9M
Accounts
792
Discretionary
$193.9M
Accounts
792
Non-Discretionary
$0
Accounts
0

ContactClients

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Individual Clients
391
AUM
$66.4M
HNW Individual Clients
126
AUM
$126.4M
Pension/Profit Sharing Plan Clients
1
AUM
$54.5K
Charitable Organization Clients
1
AUM
$556.7K
Corporation or Business Clients
1
AUM
$565.5K

Briefcase businessServices

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Services Offered
Financial PlanningIndividual Portfolio Management
Compensation Types
Charges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
ALCAFLGALAMONCNESCTNTXWA

HandshakeAffiliates

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

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