1. Home
  2. Chevron right
  3. Firms
  4. Chevron right
Log inSign in SparklesCreate a free account

Building 2RETIREMENT PORTFOLIOS, LLC

Map pinLAWRENCE, KS
Phone785-330-9292
NotebookSEC #801-131708
Total AUM
$290M
Employees
2
Clients
246

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
1429 OREAD W DR #110A
LAWRENCE
KS 66049
United States
Operating Hours
9-5
Monday - Friday
Phone
785-330-9292

ReceiptFinancials

Total AUM
$290M
Accounts
253
Discretionary
$290M
Accounts
253
Non-Discretionary
$0
Accounts
0

ContactClients

View more in analytics →

Individual Clients
155
AUM
$74M
HNW Individual Clients
90
AUM
$120M
Corporation or Business Clients
1
AUM
$96M

Briefcase businessServices

View ADV Part 2 brochures →

Services Offered
Advisor / Fund Manager SelectionEducationFinancial PlanningIndividual Portfolio ManagementInstitutional Portfolio ManagementMarket Timing
Compensation Types
Charges Fixed FeeCharges Hourly FeeCharges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
KSTX

HandshakeAffiliates

View all affiliates →

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

Feature requires an account