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Building 2GRP FINANCIAL SERVICES, LLC

Map pinFARMINGDALE, ME
Phone(207) 622-4494
NotebookSEC #801-131281
Total AUM
$155.3M
Employees
16
Clients
846

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
633 MAINE AVENUE
FARMINGDALE
ME 04344
United States
Operating Hours
BY APPOINTMENT
Monday - Friday
Phone
(207) 622-4494
Other Offices
1

ReceiptFinancials

Total AUM
$155.3M
Accounts
1,972
Discretionary
$155.3M
Accounts
1,972
Non-Discretionary
$0
Accounts
0

ContactClients

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Individual Clients
798
AUM
$102.4M
HNW Individual Clients
48
AUM
$52.8M

Briefcase businessServices

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Services Offered
EducationFinancial PlanningIndividual Portfolio Management
Compensation Types
Charges Fixed FeeCharges Hourly FeeCharges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
FLMENCNHTXVT

HandshakeAffiliates

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Affiliates
Reported 3 business affiliates.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.

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