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Building 2KTF INVESTMENTS, LLC

Map pinSEAL BEACH, CA
Phone513-618-4498
NotebookSEC #801-134137
Total AUM
$700.2M
Employees
7
Clients
184

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
13001 SEAL BEACH BOULEVARD
# 250
SEAL BEACH
CA 90740
United States
Operating Hours
9:00AM - 4:00PM PACIFIC
Monday - Friday
Phone
513-618-4498

ReceiptFinancials

Total AUM
$700.2M
Accounts
184
Discretionary
$646.5M
Accounts
169
Non-Discretionary
$53.7M
Accounts
15

ContactClients

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Individual Clients
75
AUM
$35.6M
HNW Individual Clients
109
AUM
$664.6M

Briefcase businessServices

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Services Offered
Advisor / Fund Manager SelectionFinancial PlanningIndividual Portfolio ManagementPension Consulting
Compensation Types
Charges Fixed FeeCharges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
CANVPATX

HandshakeAffiliates

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

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