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Building 2RCN WEALTH ADVISORS, INC.

Map pin
Phone410-956-6003
NotebookSEC #801-135338
Total AUM
$74.5M
Employees
1
Clients
54

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address



Operating Hours
9:00 AM - 5:00 PM
Monday - Friday
Phone
410-956-6003

ReceiptFinancials

Total AUM
$74.5M
Accounts
174
Discretionary
$74.5M
Accounts
174
Non-Discretionary
$0
Accounts
0

ContactClients

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Individual Clients
15
AUM
$3.4M
HNW Individual Clients
38
AUM
$57.3M
Investment Company Clients
1
AUM
$13.8M

Briefcase businessServices

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Services Offered
Company Portfolio ManagementFinancial PlanningIndividual Portfolio ManagementInstitutional Portfolio Management
Compensation Types
Charges Fixed FeeCharges Hourly FeeCharges Other FeeCharges Percentage AUM
Other Compensation
AS SPONSOR, WILL SHARE IN ETF PROFITS AFTER EXPENSES

Shield checkCompliance

Disclosures

None reported

State Registrations
FLMDVA

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

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