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Building 2BIP ALLIANCE, LLC

Map pinATLANTA, GA
Phone404-495-5230
NotebookSEC #801-129846
Total AUM
$328.1M
Employees
5
Clients
240

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
3575 PIEDMONT ROAD, NE
BUILDING 15, SUITE 730
ATLANTA
GA 30305
United States
Operating Hours
8:30 - 5:00
Monday - Friday
Phone
404-495-5230
Other Offices
2

ReceiptFinancials

Total AUM
$328.1M
Accounts
661
Discretionary
$270.3M
Accounts
538
Non-Discretionary
$57.9M
Accounts
123

ContactClients

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Individual Clients
135
AUM
$47.5M
HNW Individual Clients
88
AUM
$244.4M
Pension/Profit Sharing Plan Clients
9
AUM
$28.5M
Charitable Organization Clients
3
AUM
$1.1M
Corporation or Business Clients
5
AUM
$6.6M

Briefcase businessServices

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Services Offered
Advisor / Fund Manager SelectionEducationFinancial PlanningIndividual Portfolio ManagementInstitutional Portfolio Management
Compensation Types
Charges Fixed FeeCharges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
ALFLGALATNTX

HandshakeAffiliates

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Affiliates
Reported 5 business affiliates.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.

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