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Building 2CW SECURITIES, LLC

Map pinKNOXVILLE, TN
Phone865 690-9886
NotebookSEC #801-135859
Total AUM
$113.5M
Employees
3
Clients
145

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
8870 CEDAR SPRING LANE
SUITE 208
KNOXVILLE
TN 37923
United States
Operating Hours
9:30 A.M. - 4:00 P.M.
Monday - Friday
Phone
865 690-9886

ReceiptFinancials

Total AUM
$113.5M
Accounts
145
Discretionary
$113.5M
Accounts
145
Non-Discretionary
$0
Accounts
0

ContactClients

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Individual Clients
36
AUM
$6.2M
HNW Individual Clients
109
AUM
$107.3M

Briefcase businessServices

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Services Offered
Financial PlanningIndividual Portfolio ManagementInstitutional Portfolio ManagementPension Consulting
Compensation Types
Charges Fixed FeeCharges Hourly FeeCharges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
ALFLGAMDMINCTNTX

HandshakeAffiliates

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Affiliates
Reported 3 business affiliates.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.

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