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Building 2BUCK WEALTH STRATEGIES, LLC

Map pinDENVER, CO
Phone888-210-6567
NotebookSEC #801-126075
Total AUM
$1.6B
Employees
102
Clients
2,948

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
4600 S. SYRACUSE STREET
SUITE 650
DENVER
CO 80237
United States
Operating Hours
8AM TO 5PM
Monday - Friday
Phone
888-210-6567
Other Offices
15

ReceiptFinancials

Total AUM
$1.6B
Accounts
5,193
Discretionary
$1.6B
Accounts
5,193
Non-Discretionary
$0
Accounts
0

ContactClients

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Individual Clients
2,578
AUM
$612.3M
HNW Individual Clients
156
AUM
$273.3M
Pension/Profit Sharing Plan Clients
209
AUM
$748.2M
Corporation or Business Clients
5
AUM
$9.1M

Briefcase businessServices

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Services Offered
EducationFinancial PlanningIndividual Portfolio ManagementInstitutional Portfolio ManagementPension Consulting
Compensation Types
Charges Fixed FeeCharges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
AKARAZCACOFLHIIDILKSKYLAMDMIMOMTNCNENHNMNVNYOKORSCSDTXUTVAWAWI

HandshakeAffiliates

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Affiliates
Reported 4 business affiliates.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.

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