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Building 2YDREAM FINANCIAL SERVICES, INC.

Map pin
Phone734-447-5305
NotebookSEC #801-134115
Total AUM
$128.1M
Employees
1
Clients
133

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address



Operating Hours
11:00 AM - 4:00 PM
Monday - Friday
Phone
734-447-5305

ReceiptFinancials

Total AUM
$128.1M
Accounts
583
Discretionary
$128.1M
Accounts
583
Non-Discretionary
$0
Accounts
0

ContactClients

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Individual Clients
79
AUM
$105.7M
HNW Individual Clients
46
AUM
$22.4M
Banking Clients
1
AUM
$0
Pension/Profit Sharing Plan Clients
1
AUM
$0
Charitable Organization Clients
1
AUM
$0
Government Entity Clients
1
AUM
$0
Investment Advisor Clients
1
AUM
$0
Insurance Company Clients
1
AUM
$0
Sovereign Wealth Fund Clients
1
AUM
$0
Corporation or Business Clients
1
AUM
$0

Briefcase businessServices

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Services Offered
Financial PlanningIndividual Portfolio Management
Compensation Types
Charges Fixed FeeCharges Hourly FeeCharges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
FLMITNTX

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

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