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Building 2CAPITAL FINANCIAL, LLC

Map pinOLNEY, MD
Phone301-260-8575
NotebookSEC #801-132924
Total AUM
$159.4M
Employees
2
Clients
82

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
2943 OLNEY SANDY SPRING ROAD
SUITE A
OLNEY
MD 20832
United States
Operating Hours
9:00AM 4:30PM
Monday - Friday
Phone
301-260-8575

ReceiptFinancials

Total AUM
$159.4M
Accounts
82
Discretionary
$139.5M
Accounts
76
Non-Discretionary
$19.9M
Accounts
6

ContactClients

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Individual Clients
23
AUM
$12.2M
HNW Individual Clients
32
AUM
$23.7M
Pension/Profit Sharing Plan Clients
2
AUM
$5.8M
Other Clients
25
AUM
$117.7M
Description of Other Clients
MEMBERSHIP ASS'NS

Briefcase businessServices

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Services Offered
Advisor / Fund Manager SelectionIndividual Portfolio ManagementInstitutional Portfolio Management
Compensation Types
Charges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
DCMDVA

HandshakeAffiliates

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Affiliates
Reported 3 business affiliates.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.

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