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

Building 2SECURE WEALTH, INC.

Map pinBOCA RATON, FL
Phone561-340-2667
NotebookSEC #801-134047
Total AUM
$132M
Employees
3
Clients
221

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
7280 W. PALMETTO PARK ROAD
SUITE 201N
BOCA RATON
FL 33433
United States
Operating Hours
9A-5P
Monday - Friday
Phone
561-340-2667
Other Offices
2

ReceiptFinancials

Total AUM
$132M
Accounts
266
Discretionary
$132M
Accounts
266
Non-Discretionary
$0
Accounts
0

ContactClients

View more in analytics →

Individual Clients
50
AUM
$45M
HNW Individual Clients
171
AUM
$87M

Briefcase businessServices

View ADV Part 2 brochures →

Services Offered
Advisor / Fund Manager SelectionEducationIndividual Portfolio Management
Compensation Types
Charges Hourly FeeCharges Percentage AUMCharges Performance-Based

Shield checkCompliance

Disclosures

None reported

State Registrations
CAFLNC

HandshakeAffiliates

View all affiliates →

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

Feature requires an account