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Building 2STOCK MANAGEMENT LLC

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Phone253-535-5530
NotebookSEC #801-130015
Total AUM
$141.8M
Employees
2
Clients
454

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address



Operating Hours
9:30 AM - 4:30 PM
Monday - Friday
Phone
253-535-5530
Other Offices
1

ReceiptFinancials

Total AUM
$141.8M
Accounts
446
Discretionary
$141.8M
Accounts
446
Non-Discretionary
$0
Accounts
0

ContactClients

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Individual Clients
362
AUM
$51.2M
HNW Individual Clients
77
AUM
$87.5M
Banking Clients
1
AUM
$0
Pension/Profit Sharing Plan Clients
1
AUM
$0
Charitable Organization Clients
7
AUM
$3M
Government Entity Clients
1
AUM
$0
Investment Advisor Clients
1
AUM
$0
Insurance Company Clients
1
AUM
$0
Sovereign Wealth Fund Clients
1
AUM
$0
Corporation or Business Clients
1
AUM
$0
Other Clients
1
AUM
$0
Description of Other Clients
0

Briefcase businessServices

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Services Offered
Individual Portfolio ManagementInstitutional Portfolio Management
Compensation Types
Charges Percentage AUM

Shield checkCompliance

Disclosures
Other Regulator Cause of Denial/SuspensionOther Regulator Denial/Suspension/RevocationOther Regulator False Statement/DishonestyOther Regulator Order (Past 10 Years)Other Regulator Violation Finding
State Registrations
AZCAVAWA

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Affiliates
Reported 2 business affiliates.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.

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