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Building 2OCTO CAPITAL, LLC

Map pinBINGHAM FARMS, MI
Phone248-731-7729
NotebookSEC #801-131442
Total AUM
$165M
Employees
1
Clients
136

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
31600 TELEGRAPH ROAD
SUITE 200
BINGHAM FARMS
MI 48025
United States
Operating Hours
9:00 A.M.-5:00 P.M.
Monday - Friday
Phone
248-731-7729

ReceiptFinancials

Total AUM
$165M
Accounts
487
Discretionary
$162.2M
Accounts
481
Non-Discretionary
$2.8M
Accounts
6

ContactClients

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Individual Clients
59
AUM
$19.7M
HNW Individual Clients
76
AUM
$145.2M
Charitable Organization Clients
1
AUM
$144.5K

Briefcase businessServices

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

Shield checkCompliance

Disclosures

None reported

State Registrations
FLMITX

HandshakeAffiliates

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

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