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Building 2DAUS FINANCIAL GROUP, LLC

Map pinKALAMAZOO, MI
Phone(269) 321-7472
NotebookSEC #801-127526
Total AUM
$270.5M
Employees
8
Clients
327

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
487 SOUTH DRAKE ROAD
SUITE A
KALAMAZOO
MI 49009
United States
Operating Hours
BY APPOINTMENT
Monday - Friday
Phone
(269) 321-7472

ReceiptFinancials

Total AUM
$270.5M
Accounts
936
Discretionary
$0
Accounts
0
Non-Discretionary
$270.5M
Accounts
936

ContactClients

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Individual Clients
240
AUM
$89.3M
HNW Individual Clients
87
AUM
$181.2M

Briefcase businessServices

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Services Offered
EducationFinancial PlanningIndividual Portfolio Management
Compensation Types
Charges Fixed FeeCharges Hourly FeeCharges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
FLILINMITXWI

HandshakeAffiliates

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

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