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Building 2MWA INVESTMENTS, LLC

Map pinWHITE STONE, VA
Phone804-761-1969
NotebookSEC #801-135701
Total AUM
$250.4M
Employees
1
Clients
38

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
127 TABBS CHOICE ROAD
WHITE STONE
VA 22578
United States
Operating Hours
8AM -5PM
Monday - Friday
Phone
804-761-1969

ReceiptFinancials

Total AUM
$250.4M
Accounts
41
Discretionary
$250.4M
Accounts
41
Non-Discretionary
$0
Accounts
0

ContactClients

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Individual Clients
4
AUM
$1.3M
HNW Individual Clients
32
AUM
$239.4M
Charitable Organization Clients
1
AUM
$2.4M
Corporation or Business Clients
1
AUM
$7.4M

Briefcase businessServices

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Services Offered
Financial PlanningIndividual Portfolio Management
Compensation Types
Charges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
LASCVA

HandshakeAffiliates

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

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