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Building 2BCO WEALTH MANAGEMENT, LLC

Map pinCARLSBAD, NM
Phone575-887-2013
NotebookSEC #801-126061
Total AUM
$359.8M
Employees
9
Clients
552

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
412 N CANAL ST
CARLSBAD
NM 88220
United States
Operating Hours
8:00 A.M. - 5:00 P.M.
Monday - Friday
Phone
575-887-2013

ReceiptFinancials

Total AUM
$359.8M
Accounts
1,173
Discretionary
$358.6M
Accounts
1,170
Non-Discretionary
$1.1M
Accounts
3

ContactClients

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Individual Clients
417
AUM
$89.9M
HNW Individual Clients
109
AUM
$222.6M
Pension/Profit Sharing Plan Clients
6
AUM
$15.2M
Charitable Organization Clients
4
AUM
$20.6M
Corporation or Business Clients
4
AUM
$1.5M
Other Clients
12
AUM
$10M
Description of Other Clients
IRREVOCABLE TRUSTS

Briefcase businessServices

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

Shield checkCompliance

Disclosures

None reported

State Registrations
AZCOKSLAMONMOKTX

HandshakeAffiliates

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

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