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Building 2T&T CAPITAL MANAGEMENT

Map pin
Phone805-886-8140
NotebookSEC #801-129780
Total AUM
$189.8M
Employees
6
Clients
298

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address



Operating Hours
7:00 AM- 6:00 PM
Monday - Friday
Phone
805-886-8140
Other Offices
4

ReceiptFinancials

Total AUM
$189.8M
Accounts
939
Discretionary
$189.8M
Accounts
939
Non-Discretionary
$0
Accounts
0

ContactClients

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Individual Clients
266
AUM
$55M
HNW Individual Clients
30
AUM
$57.2M
Investment Advisor Clients
1
AUM
$77.3M
Corporation or Business Clients
1
AUM
$330K

Briefcase businessServices

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Services Offered
Individual Portfolio ManagementInstitutional Portfolio ManagementOther ServicesPublications
Other Services
SUB-ADVISORY SERVICES
Compensation Types
Charges Other FeeCharges Percentage AUM
Other Compensation
OTHER INVESTMENT ADVISER FOR SUB-ADVISORY SERVICES

Shield checkCompliance

Disclosures
Other Regulator Order (Past 10 Years)Other Regulator Violation FindingSRO Discipline/Expulsion/SuspensionSRO Rule Violation
State Registrations
AZCAFLGAILMONYORPASCTNTXVAWA

HandshakeAffiliates

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

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