1. Home
  2. Chevron right
  3. Firms
  4. Chevron right
Log inSign in SparklesCreate a free account

Building 2RTD FINANCIAL ADVISORS INC

Map pinPHILADELPHIA, PA
Phone215-557-3800
NotebookSEC #801-19015
Total AUM
$2.7B
Employees
39
Clients
837

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
30 S. 17TH STREET
STE 1620
PHILADELPHIA
PA 19103
United States
Operating Hours
9-5
Monday - Friday
Phone
215-557-3800
Other Offices
4

ReceiptFinancials

Total AUM
$2.7B
Accounts
3,093
Discretionary
$2.7B
Accounts
3,076
Non-Discretionary
$23.2M
Accounts
17

ContactClients

View more in analytics →

Individual Clients
225
AUM
$64.6M
HNW Individual Clients
494
AUM
$1.7B
Pension/Profit Sharing Plan Clients
53
AUM
$811M
Charitable Organization Clients
2
AUM
$9.2M
Corporation or Business Clients
63
AUM
$125.9M

Briefcase businessServices

View ADV Part 2 brochures →

Services Offered
Advisor / Fund Manager SelectionFinancial PlanningIndividual Portfolio ManagementInstitutional Portfolio ManagementPension Consulting
Compensation Types
Charges Fixed FeeCharges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
AZCACODEFLGAMAMDNCNHNJNYPARISCTXVAVTWA

HandshakeAffiliates

View all affiliates →

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

Feature requires an account