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Building 2DW INVESTMENT SOLUTIONS, INC.

Map pin
Phone509-924-6526
NotebookSEC #801-136562
Total AUM
$111.4M
Employees
3
Clients
159

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address



Operating Hours
8:00 AM - 5:00 PM
Monday - Friday
Phone
509-924-6526

ReceiptFinancials

Total AUM
$111.4M
Accounts
113
Discretionary
$111.4M
Accounts
113
Non-Discretionary
$0
Accounts
0

ContactClients

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Individual Clients
113
AUM
$86.6M
HNW Individual Clients
46
AUM
$24.8M

Briefcase businessServices

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Services Offered
Financial PlanningIndividual Portfolio Management
Compensation Types
Charges Fixed FeeCharges Hourly FeeCharges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
LATXWA

HandshakeAffiliates

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

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