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Building 2TONE CAPITAL, LLC

Map pinRICHMOND, VA
Phone(804) 447-1404
NotebookSEC #801-132702
Total AUM
$118.3M
Employees
4
Clients
166

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

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HotelBusiness

Principal Address
4120 W. BROAD STREET
RICHMOND
VA 23230
United States
Operating Hours
9 A.M. TO 5 P.M.
Monday - Friday
Phone
(804) 447-1404

ReceiptFinancials

Total AUM
$118.3M
Accounts
320
Discretionary
$115M
Accounts
319
Non-Discretionary
$3.2M
Accounts
1

ContactClients

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Individual Clients
65
AUM
$8.2M
HNW Individual Clients
99
AUM
$108.4M
Charitable Organization Clients
2
AUM
$1.6M

Briefcase businessServices

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

Shield checkCompliance

Disclosures

None reported

State Registrations
VA

HandshakeAffiliates

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

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