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Building 2TC FINANCIAL MANAGEMENT, CO INC.

Map pinMARGATE CITY, NJ
Phone609-487-1805
NotebookSEC #801-133018
Total AUM
$122.7M
Employees
5
Clients
145

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
7811 ATLANTIC AVE
SUITE A
MARGATE CITY
NJ 08402
United States
Operating Hours
9-5
Monday - Friday
Phone
609-487-1805

ReceiptFinancials

Total AUM
$122.7M
Accounts
366
Discretionary
$122.7M
Accounts
366
Non-Discretionary
$0
Accounts
0

ContactClients

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Individual Clients
107
AUM
$31.5M
HNW Individual Clients
37
AUM
$90.8M
Corporation or Business Clients
1
AUM
$402.2K

Briefcase businessServices

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Services Offered
Financial PlanningIndividual Portfolio Management
Compensation Types
Charges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
FLNJPA

HandshakeAffiliates

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

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