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Building 2HSC WEALTH ADVISORS

Map pinFOREST, VA
Phone434-316-9356
NotebookSEC #801-20812
Total AUM
$449.2M
Employees
10
Clients
462

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
1563 CROSSINGS CENTRE DRIVE
SUITE 100
FOREST
VA 24551-4744
United States
Operating Hours
9:00 AM TO 5:00 PM
Monday - Friday
Phone
434-316-9356

ReceiptFinancials

Total AUM
$449.2M
Accounts
1,802
Discretionary
$449.2M
Accounts
1,802
Non-Discretionary
$0
Accounts
0

ContactClients

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Individual Clients
207
AUM
$97.5M
HNW Individual Clients
169
AUM
$322.1M
Pension/Profit Sharing Plan Clients
70
AUM
$28.6M
Charitable Organization Clients
16
AUM
$975.5K

Briefcase businessServices

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

Shield checkCompliance

Disclosures

None reported

State Registrations
DEFLMENCNETXVA

HandshakeAffiliates

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

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