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Building 2GK WEALTH MANAGEMENT LLC

Map pinRENO, NV
Phone775-354-6622
NotebookSEC #801-127973
Total AUM
$258.8M
Employees
5
Clients
535

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
98 WINTER STREET
RENO
NV 89503
United States
Operating Hours
9 AM - 5 PM
Monday - Friday
Phone
775-354-6622

ReceiptFinancials

Total AUM
$258.8M
Accounts
1,330
Discretionary
$235.6M
Accounts
1,278
Non-Discretionary
$23.2M
Accounts
52

ContactClients

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Individual Clients
400
AUM
$72.2M
HNW Individual Clients
125
AUM
$183.2M
Charitable Organization Clients
1
AUM
$1.8M
Corporation or Business Clients
9
AUM
$1.6M

Briefcase businessServices

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Services Offered
Advisor / Fund Manager SelectionFinancial PlanningIndividual Portfolio ManagementInstitutional Portfolio ManagementPension Consulting
Compensation Types
Charges Fixed FeeCharges Hourly FeeCharges Percentage AUM

Shield checkCompliance

Disclosures
Other Regulator Cause of Denial/SuspensionOther Regulator Order (Past 10 Years)
State Registrations
AZCACOFLNVORTNTXWA

HandshakeAffiliates

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

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