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Building 2OT ADVISORS LLC

Map pinBOCA RATON, FL
Phone855-994-4773
NotebookSEC #801-129043
Total AUM
$15.2M
Employees
3
Clients
1

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
7284 W PALMETTO PARK ROAD, SUITE 303
BOCA RATON
FL 33433
United States
Operating Hours
9 AM - 5 PM
Monday - Friday
Phone
855-994-4773

ReceiptFinancials

Total AUM
$15.2M
Accounts
1
Discretionary
$15.2M
Accounts
1
Non-Discretionary
$0
Accounts
0

ContactClients

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Investment Company Clients
1
AUM
$15.2M

Briefcase businessServices

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Services Offered
Company Portfolio ManagementFinancial PlanningIndividual Portfolio Management
Compensation Types
Charges Other FeeCharges Percentage AUMCharges Performance-Based
Other Compensation
INVESTMENT CONSULTING FEES, RESEARCH SERVICES FEES

Shield checkCompliance

Disclosures

None reported

State Registrations
FL

HandshakeAffiliates

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

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