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Building 2YOUR IA, LLC

Map pinST. GEORGE, UT
Phone800-823-0489
NotebookSEC #801-134511
Total AUM
$106.6M
Employees
19
Clients
190

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
616 SOUTH 300 EAST
ST. GEORGE
UT 84770
United States
Operating Hours
8AM - 5PM
Monday - Friday
Phone
800-823-0489
Other Offices
6

ReceiptFinancials

Total AUM
$106.6M
Accounts
272
Discretionary
$106.6M
Accounts
272
Non-Discretionary
$0
Accounts
0

ContactClients

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Individual Clients
178
AUM
$29.1M
HNW Individual Clients
10
AUM
$74.4M
Corporation or Business Clients
2
AUM
$3.1M

Briefcase businessServices

View ADV Part 2 brochures →

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

Shield checkCompliance

Disclosures

None reported

State Registrations
AZCACOFLGAIDILINMANJNVSCTNTXUT

HandshakeAffiliates

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Affiliates
Reported 10 business affiliates.
Claimed Affiliates
Reported as an affiliate by 1 other business.

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