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Building 2RBG WEALTH ADVISORS LLC

Map pinMEMPHIS, TN
Phone901-244-2980
NotebookSEC #801-131678
Total AUM
$154.8M
Employees
4
Clients
80

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
5100 WHEELIS DR
SUITE 211
MEMPHIS
TN 38117
United States
Operating Hours
8:00 AM - 5:00 PM
Monday - Friday
Phone
901-244-2980

ReceiptFinancials

Total AUM
$154.8M
Accounts
329
Discretionary
$146.6M
Accounts
316
Non-Discretionary
$8.2M
Accounts
13

ContactClients

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Individual Clients
26
AUM
$9.7M
HNW Individual Clients
46
AUM
$137.6M
Pension/Profit Sharing Plan Clients
1
AUM
$963.6K
Corporation or Business Clients
7
AUM
$6.5M

Briefcase businessServices

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Services Offered
Financial PlanningIndividual Portfolio Management
Compensation Types
Charges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
TNTX

HandshakeAffiliates

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

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