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Building 2Z3 CAPITAL PARTNERS

Map pinRICHMOND, VA
Phone804-256-1770
NotebookSEC #801-133810
Total AUM
$466.8M
Employees
5
Clients
311

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
1739 KELLY ROAD
RICHMOND
VA 23230
United States
Operating Hours
9:00 TO 5:00
Monday - Friday
Phone
804-256-1770

ReceiptFinancials

Total AUM
$466.8M
Accounts
1,009
Discretionary
$466.8M
Accounts
1,009
Non-Discretionary
$0
Accounts
0

ContactClients

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Individual Clients
241
AUM
$143.5M
HNW Individual Clients
62
AUM
$270.4M
Charitable Organization Clients
1
AUM
$546.7K
Corporation or Business Clients
7
AUM
$52.3M

Briefcase businessServices

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Services Offered
Financial PlanningIndividual Portfolio Management
Compensation Types
Charges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
FLNCPASCTXVA

HandshakeAffiliates

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

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