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Building 2RETIREMENT FINANCIAL GROUP, LLC

Map pinBEAUMONT, TX
Phone409-908-4160
NotebookSEC #801-126392
Total AUM
$185.9M
Employees
4
Clients
440

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
1090 LONGFELLOW DR.
BEAUMONT
TX 77706
United States
Operating Hours
8:30 AM TO 5:00 PM
Monday - Friday
Phone
409-908-4160
Other Offices
1

ReceiptFinancials

Total AUM
$185.9M
Accounts
1,004
Discretionary
$185.9M
Accounts
1,004
Non-Discretionary
$0
Accounts
0

ContactClients

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Individual Clients
366
AUM
$84.6M
HNW Individual Clients
74
AUM
$101.3M

Briefcase businessServices

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Services Offered
Individual Portfolio ManagementOther Services
Other Services
CONSULTING SERVICES
Compensation Types
Charges Hourly FeeCharges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
LATX

HandshakeAffiliates

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Affiliates
Reported 3 business affiliates.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.

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