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Building 2ONE WEALTH INVESTORS

Map pinBOCA RATON, FL
Phone(561) 289-8105
NotebookSEC #801-125814
Total AUM
$193.5M
Employees
5
Clients
139

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
1489 W PALMETTO PARK ROAD
SUITE 500
BOCA RATON
FL 33486
United States
Operating Hours
9 AM - 5 PM
Monday - Friday
Phone
(561) 289-8105

ReceiptFinancials

Total AUM
$193.5M
Accounts
465
Discretionary
$183.1M
Accounts
388
Non-Discretionary
$10.4M
Accounts
77

ContactClients

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Individual Clients
58
AUM
$15M
HNW Individual Clients
54
AUM
$149.6M
Pension/Profit Sharing Plan Clients
14
AUM
$14.5M
Charitable Organization Clients
1
AUM
$119.1K
Corporation or Business Clients
12
AUM
$14.2M

Briefcase businessServices

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

Shield checkCompliance

Disclosures
Other Regulator False Statement/DishonestyOther Regulator Violation FindingSRO Discipline/Expulsion/SuspensionSRO False Statement FindingSRO Rule Violation
State Registrations
FL

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Affiliates
Reported 2 business affiliates.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.

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