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

Building 2RBS WEALTH MANAGEMENT

Map pinALTO, MI
Phone6167278484
NotebookSEC #801-132881
Total AUM
$322.3M
Employees
6
Clients
472

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
6840 WHITNEYVILLE AVE SE
ALTO
MI 49302
United States
Operating Hours
8:30 TO 4:30
Monday - Friday
Phone
6167278484

ReceiptFinancials

Total AUM
$322.3M
Accounts
1,315
Discretionary
$314.6M
Accounts
1,307
Non-Discretionary
$7.7M
Accounts
8

ContactClients

View more in analytics →

Individual Clients
377
AUM
$89M
HNW Individual Clients
91
AUM
$231.1M
Charitable Organization Clients
2
AUM
$2.1M
Corporation or Business Clients
2
AUM
$110.6K

Briefcase businessServices

View ADV Part 2 brochures →

Services Offered
Advisor / Fund Manager SelectionFinancial PlanningIndividual Portfolio ManagementInstitutional Portfolio ManagementPension Consulting
Compensation Types
Charges Fixed FeeCharges Hourly FeeCharges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
CAFLINMI

HandshakeAffiliates

View all affiliates →

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

Feature requires an account