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Building 2TYME ADVISORS

Map pinPLANO, TX
Phone469-480-7904
NotebookSEC #801-129672
Total AUM
$678.3M
Employees
1
Clients
26

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
5851 LEGACY CIRCLE
6TH FLOOR
PLANO
TX 75024
United States
Operating Hours
OFFICE VISITS BY APPOINTMENT ONLY
OFFICE VISITS BY APPOINTMENT ONLY
Phone
469-480-7904

ReceiptFinancials

Total AUM
$678.3M
Accounts
1,199
Discretionary
$25.5M
Accounts
71
Non-Discretionary
$652.8M
Accounts
1,128

ContactClients

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Individual Clients
18
AUM
$4.9M
HNW Individual Clients
7
AUM
$20.8M
Investment Advisor Clients
1
AUM
$652.6M

Briefcase businessServices

View ADV Part 2 brochures →

Services Offered
Financial PlanningIndividual Portfolio ManagementOther Services
Other Services
OUTSOURCED CIO SERVICES
Compensation Types
Charges Fixed FeeCharges Hourly FeeCharges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
TX

HandshakeAffiliates

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

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