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Building 2HDA WEALTH MANAGEMENT, LLC

Map pinPOLAND, OH
Phone330-980-0741
NotebookSEC #801-130528
Total AUM
$159.1M
Employees
2
Clients
543

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
3298 STONES THROW AVE
POLAND
OH 44514
United States
Operating Hours
9:00 AM - 5:00 PM
Monday - Friday
Phone
330-980-0741

ReceiptFinancials

Total AUM
$159.1M
Accounts
916
Discretionary
$159.1M
Accounts
916
Non-Discretionary
$0
Accounts
0

ContactClients

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Individual Clients
501
AUM
$85.1M
HNW Individual Clients
39
AUM
$73.8M
Corporation or Business Clients
3
AUM
$201.4K

Briefcase businessServices

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Services Offered
Financial PlanningIndividual Portfolio ManagementPension Consulting
Compensation Types
Charges Hourly FeeCharges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
FLNEOHPATX

HandshakeAffiliates

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

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