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Building 2FC WEALTH SOLUTIONS LLC

Map pinWESTERVILLE, OH
Phone(614) 212-1015
NotebookSEC #801-128522
Total AUM
$101M
Employees
4
Clients
163

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
579 EXECUTIVE CAMPUS DRIVE SUITE 230
WESTERVILLE
OH 43082
United States
Operating Hours
9:00 AM - 5:00 PM
Monday - Friday
Phone
(614) 212-1015

ReceiptFinancials

Total AUM
$101M
Accounts
416
Discretionary
$101M
Accounts
416
Non-Discretionary
$0
Accounts
0

ContactClients

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Individual Clients
118
AUM
$34M
HNW Individual Clients
30
AUM
$58.3M
Pension/Profit Sharing Plan Clients
11
AUM
$3.2M
Corporation or Business Clients
4
AUM
$5.5M

Briefcase businessServices

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

Shield checkCompliance

Disclosures

None reported

State Registrations
OH

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

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