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Building 2FIVANCIAL ADVISORS, INC.

Map pinDALLAS, TX
Phone855-568-3275
NotebookSEC #801-132841
Total AUM
$925
Employees
1
Clients
96

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
5910 N. CENTRAL EXPRESSWAY
SUITE 1400
DALLAS
TX 75206
United States
Operating Hours
8:00 AM - 5:00 PM
Monday - Friday
Phone
855-568-3275

ReceiptFinancials

Total AUM
$925
Accounts
96
Discretionary
$0
Accounts
0
Non-Discretionary
$925
Accounts
96

ContactClients

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Individual Clients
96
AUM
$925

Briefcase businessServices

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Services Offered
Individual Portfolio ManagementOther Services
Other Services
?AUTOMATED (ROBO) ADVISORY SERVICES DELIVERED VIA DIGITAL INTERFACE ?MODEL PORTFOLIO CONSTRUCTION AND ASSET ALLOCATION SERVICE
Compensation Types
Charges Subscription Fee

Shield checkCompliance

Disclosures

None reported

State Registrations
TX

HandshakeAffiliates

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

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