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Building 2X ADVISORS, LLC

Map pinSANTA MARIA, CA
Phone805-465-9232
NotebookSEC #801-130931
Total AUM
$228.6M
Employees
5
Clients
659

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
2646 SANTA MARIA WAY
SUITE 104
SANTA MARIA
CA 93455
United States
Operating Hours
8-5
Monday - Friday
Phone
805-465-9232
Other Offices
4

ReceiptFinancials

Total AUM
$228.6M
Accounts
659
Discretionary
$228.6M
Accounts
659
Non-Discretionary
$0
Accounts
0

ContactClients

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Individual Clients
608
AUM
$94.3M
HNW Individual Clients
51
AUM
$134.3M

Briefcase businessServices

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Services Offered
Financial PlanningIndividual Portfolio ManagementOther Services
Other Services
ADVISORY CONSULTING
Compensation Types
Charges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
CACOMDTX

HandshakeAffiliates

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Affiliates
Reported 1 business affiliate.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.

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