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Building 2WEST FINANCIAL STRATEGIES, INC.

Map pinSANFORD, NC
Phone919-774-8664
NotebookSEC #801-136450
Total AUM
$121M
Employees
3
Clients
140

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
301 COURT SQUARE
SANFORD
NC 27330
United States
Operating Hours
9:00 AM - 5:00 PM
Monday - Friday
Phone
919-774-8664

ReceiptFinancials

Total AUM
$121M
Accounts
318
Discretionary
$121M
Accounts
318
Non-Discretionary
$0
Accounts
0

ContactClients

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Individual Clients
91
AUM
$32.5M
HNW Individual Clients
46
AUM
$85.8M
Charitable Organization Clients
1
AUM
$653K
Other Clients
2
AUM
$2M
Description of Other Clients
CONDUIT IRREVOCABLE TRUST AND CONDUIT TRUST IRA

Briefcase businessServices

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Services Offered
Individual Portfolio Management
Compensation Types
Charges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
NC

HandshakeAffiliates

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

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