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Building 2CS ADVISORS INC.

Map pinBOCA RATON, FL
Phone561-241-9301
NotebookSEC #801-135242
Total AUM
$118M
Employees
3
Clients
101

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
7999 N FEDERAL HWY
SUITE 101
BOCA RATON
FL 33487
United States
Operating Hours
CS ADVISORS
Monday - Friday
Phone
561-241-9301

ReceiptFinancials

Total AUM
$118M
Accounts
322
Discretionary
$118M
Accounts
322
Non-Discretionary
$0
Accounts
0

ContactClients

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Individual Clients
35
AUM
$92.3M
HNW Individual Clients
62
AUM
$20.9M
Charitable Organization Clients
2
AUM
$4.6M
Corporation or Business Clients
2
AUM
$146.9K

Briefcase businessServices

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

Shield checkCompliance

Disclosures

None reported

State Registrations
FLNCNYTX

HandshakeAffiliates

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

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