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Building 2DIVERSIFIED, LLC

Map pinWILMINGTON, DE
Phone302-765-3500
NotebookSEC #801-130728
Total AUM
$2.8B
Employees
53
Clients
2,002

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
3705 CONCORD PIKE
WILMINGTON
DE 19803
United States
Operating Hours
MON - THUR 8 - 5; FRI 8 - 4
MON - THUR 8 - 5; FRI 8 - 4
Phone
302-765-3500
Other Offices
10

ReceiptFinancials

Total AUM
$2.8B
Accounts
6,570
Discretionary
$2.7B
Accounts
6,541
Non-Discretionary
$64.3M
Accounts
29

ContactClients

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Individual Clients
1,154
AUM
$440M
HNW Individual Clients
828
AUM
$2.2B
Pooled Vehicle Clients
1
AUM
$48.4M
Pension/Profit Sharing Plan Clients
11
AUM
$62.4M
Corporation or Business Clients
8
AUM
$20.1M

Briefcase businessServices

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Services Offered
Advisor / Fund Manager SelectionFinancial PlanningIndividual Portfolio ManagementInstitutional Portfolio ManagementPension ConsultingPooled Vehicle Portfolio Management
Compensation Types
Charges Fixed FeeCharges Other FeeCharges Percentage AUM
Other Compensation
SOLICITOR FEES

Shield checkCompliance

Disclosures

None reported

State Registrations
ALAZCACTDEFLGAILINLAMAMDMIMNNCNHNJNMNYOHPASCTNTXVAWAWI

HandshakeAffiliates

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Affiliates
Reported 4 business affiliates.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.

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