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Building 2BETTER WAY LLC

Map pinBAL HARBOUR, FL
Phone617-388-0139
NotebookSEC #801-127907
Total AUM
$107.2M
Employees
2
Clients
4

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
10275 COLLINS AVENUE #702
BAL HARBOUR
FL 33154
United States
Operating Hours
9-5
Monday - Friday
Phone
617-388-0139

ReceiptFinancials

Total AUM
$107.2M
Accounts
4
Discretionary
$72.5M
Accounts
2
Non-Discretionary
$34.8M
Accounts
2

ContactClients

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Pooled Vehicle Clients
2
AUM
$72.5M
Corporation or Business Clients
2
AUM
$34.8M

Briefcase businessServices

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Services Offered
Individual Portfolio ManagementPooled Vehicle Portfolio Management
Compensation Types
Charges Percentage AUMCharges Performance-Based

Shield checkCompliance

Disclosures

None reported

State Registrations
FLMA

HandshakeAffiliates

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

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