1. Home
  2. Chevron right
  3. Firms
  4. Chevron right
Log inSign in SparklesCreate a free account

Building 2FG ADVISORY SERVICES, LLC.

Map pin
Phone646-609-2225 EXT. 6
NotebookSEC #801-129361
Total AUM
$37.4M
Employees
8
Clients
273

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address



Operating Hours
9:00AM - 8:00PM ET
Monday - Friday
Phone
646-609-2225 EXT. 6

ReceiptFinancials

Total AUM
$37.4M
Accounts
273
Discretionary
$37.4M
Accounts
273
Non-Discretionary
$0
Accounts
0

ContactClients

View more in analytics →

Individual Clients
271
AUM
$35M
HNW Individual Clients
2
AUM
$2.3M

Briefcase businessServices

View ADV Part 2 brochures →

Services Offered
Financial PlanningIndividual Portfolio ManagementOther Services
Other Services
INVESTMENT ADVICE TO QUALIFIED RETIREMENT PLANS
Compensation Types
Charges Fixed FeeCharges Hourly FeeCharges Percentage AUM

Shield checkCompliance

Disclosures
SEC/CFTC False Statement FindingSEC/CFTC Order EntrySEC/CFTC Penalty/Cease-and-DesistSEC/CFTC Violation Finding
State Registrations
AKALARAZCACOCTDCDEFLGAHIIAIDILINKSKYLAMAMDMEMIMNMOMSMTNCNDNENHNJNMNVNYOHOKORPAPRRISCSDTNTXUTVAVIVTWAWIWV

HandshakeAffiliates

View all affiliates →

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

Feature requires an account