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Building 2LOC INVESTMENT ADVISERS

Map pinHURRICANE, WV
Phone304-757-8131
NotebookSEC #801-16856
Total AUM
$771M
Employees
12
Clients
865

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
3981 TEAYS VALLEY RD
HURRICANE
WV 25526-9080
United States
Operating Hours
8:00 AM TO 4:30 PM
Monday - Friday
Phone
304-757-8131
Other Offices
1

ReceiptFinancials

Total AUM
$771M
Accounts
2,204
Discretionary
$771M
Accounts
2,204
Non-Discretionary
$0
Accounts
0

ContactClients

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Individual Clients
589
AUM
$132.2M
HNW Individual Clients
251
AUM
$573.1M
Pension/Profit Sharing Plan Clients
19
AUM
$34.2M
Charitable Organization Clients
5
AUM
$31.2M
Corporation or Business Clients
1
AUM
$301.9K

Briefcase businessServices

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Services Offered
Individual Portfolio ManagementInstitutional Portfolio Management
Compensation Types
Charges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
CAFLGAILKYLAMDMINCNYOHPASCTNTXVAWV

HandshakeAffiliates

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

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