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Building 2STORGATE, LLC

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Phone(214) 434-1015
NotebookSEC #801-131943
Total AUM
$184.5M
Employees
6
Clients
8

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address



Operating Hours
8:30 AM - 5:00 PM
Monday - Friday
Phone
(214) 434-1015
Other Offices
2

ReceiptFinancials

Total AUM
$184.5M
Accounts
24
Discretionary
$184.3M
Accounts
23
Non-Discretionary
$203.6K
Accounts
1

ContactClients

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HNW Individual Clients
6
AUM
$85.9M
Charitable Organization Clients
1
AUM
$91.4M
Corporation or Business Clients
1
AUM
$7.2M

Briefcase businessServices

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Services Offered
Advisor / Fund Manager SelectionFinancial PlanningIndividual Portfolio Management
Compensation Types
Charges Fixed FeeCharges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
NCTX

HandshakeAffiliates

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Affiliates
Reported 1 business affiliate.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.

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