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Building 2GFG SOLUTIONS

Map pinORLANDO, FL
Phone(412) 740-7930
NotebookSEC #801-130954
Total AUM
$306.6M
Employees
18
Clients
316

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
150 N. ORANGE STREET
SUITE 340
ORLANDO
FL 32801
United States
Operating Hours
9-5
Monday - Friday
Phone
(412) 740-7930

ReceiptFinancials

Total AUM
$306.6M
Accounts
315
Discretionary
$306.6M
Accounts
315
Non-Discretionary
$0
Accounts
0

ContactClients

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Individual Clients
1
AUM
$0
HNW Individual Clients
315
AUM
$306.6M

Briefcase businessServices

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Services Offered
Individual Portfolio Management
Compensation Types
Charges Hourly FeeCharges Percentage AUMCharges Performance-Based

Shield checkCompliance

Disclosures

None reported

State Registrations
CACODEFLGAMINCNJOHPATNTX

HandshakeAffiliates

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

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