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Building 2BSG ADVISERS

Map pinAPEX, NC
Phone919-267-4753
NotebookSEC #801-134480
Total AUM
$134.8M
Employees
9
Clients
272

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
56 HUNTER STREET
SUITE 230
APEX
NC 27502
United States
Operating Hours
0900-1700
Monday - Friday
Phone
919-267-4753
Other Offices
2

ReceiptFinancials

Total AUM
$134.8M
Accounts
676
Discretionary
$134.8M
Accounts
676
Non-Discretionary
$0
Accounts
0

ContactClients

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Individual Clients
201
AUM
$46.6M
HNW Individual Clients
63
AUM
$85.5M
Corporation or Business Clients
8
AUM
$2.6M

Briefcase businessServices

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

Shield checkCompliance

Disclosures

None reported

State Registrations
ALCAFLKSMDMOMSNCNYTXVA

HandshakeAffiliates

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Affiliates
Reported 2 business affiliates.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.

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