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Building 2FR FINANCIAL ADVISORS LLC

Map pinCORAL SPRINGS, FL
Phone954-755-0222
NotebookSEC #801-130330
Total AUM
$135.7M
Employees
2
Clients
137

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
5521 UNIVERSITY DRIVE
SUITE 104
CORAL SPRINGS
FL 33067
United States
Operating Hours
9:00 AM TO 5:00 PM
Monday - Friday
Phone
954-755-0222

ReceiptFinancials

Total AUM
$135.7M
Accounts
310
Discretionary
$135.7M
Accounts
310
Non-Discretionary
$0
Accounts
0

ContactClients

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Individual Clients
83
AUM
$27.1M
HNW Individual Clients
37
AUM
$90.2M
Pension/Profit Sharing Plan Clients
17
AUM
$18.4M

Briefcase businessServices

View ADV Part 2 brochures →

Services Offered
Advisor / Fund Manager SelectionFinancial PlanningIndividual Portfolio ManagementInstitutional Portfolio ManagementOther ServicesPension Consulting
Other Services
CONSULTING
Compensation Types
Charges Fixed FeeCharges Hourly FeeCharges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
FL

HandshakeAffiliates

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

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