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Building 2BRM INVESTMENT MANAGEMENT LLC

Map pin
Phone5136555566
NotebookSEC #801-126722
Total AUM
$132.9M
Employees
3
Clients
171

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address



Operating Hours
9AM - 5PM
Monday - Friday
Phone
5136555566
Other Offices
1

ReceiptFinancials

Total AUM
$132.9M
Accounts
306
Discretionary
$132.9M
Accounts
306
Non-Discretionary
$0
Accounts
0

ContactClients

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Individual Clients
112
AUM
$30.9M
HNW Individual Clients
47
AUM
$98.2M
Banking Clients
1
AUM
$0
Pension/Profit Sharing Plan Clients
1
AUM
$3.5M
Charitable Organization Clients
3
AUM
$97.6K
Government Entity Clients
1
AUM
$0
Investment Advisor Clients
1
AUM
$0
Insurance Company Clients
1
AUM
$0
Sovereign Wealth Fund Clients
1
AUM
$0
Corporation or Business Clients
3
AUM
$165K

Briefcase businessServices

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Services Offered
Advisor / Fund Manager SelectionFinancial PlanningIndividual Portfolio ManagementInstitutional Portfolio Management
Compensation Types
Charges Percentage AUM

Shield checkCompliance

Disclosures
Felony Charge
State Registrations
FLOH

HandshakeAffiliates

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

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