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Building 2BG ASSOCIATES, INC

Map pinPHOENIX, AZ
Phone602-230-1331
NotebookSEC #801-15877
Total AUM
$307.8M
Employees
8
Clients
0

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
5050 NORTH 40TH STREET #300
PHOENIX
AZ 85018
USA
Operating Hours
7:00 AM TO 5:00 PM
Monday - Friday
Phone
602-230-1331

ReceiptFinancials

Total AUM
$307.8M
Accounts
1,040
Discretionary
$291.9M
Accounts
745
Non-Discretionary
$15.9M
Accounts
295

ContactClients

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None reported

Briefcase businessServices

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Services Offered
Financial PlanningIndividual Portfolio ManagementInstitutional Portfolio Management
Compensation Types
Charges CommissionCharges Percentage AUMCharges Performance-Based

Shield checkCompliance

Disclosures

None reported

State Registrations
AZCA

HandshakeAffiliates

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

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