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Building 2HEALTH FINANCIAL INC

Map pinLEXINGTON, KY
Phone859-296-5678
NotebookSEC #801-29028
Total AUM
$234.4M
Employees
3
Clients
0

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
2353 ALEXANDRIA DRIVE SUITE 100
LEXINGTON
KY 40504
USA
Operating Hours
8-5
Monday - Friday
Phone
859-296-5678

ReceiptFinancials

Total AUM
$234.4M
Accounts
1,000
Discretionary
$234.4M
Accounts
1,000
Non-Discretionary
$0
Accounts
0

ContactClients

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None reported

Briefcase businessServices

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Services Offered
Financial PlanningIndividual Portfolio ManagementInstitutional Portfolio ManagementPension ConsultingPooled Vehicle Portfolio Management
Compensation Types
Charges Fixed FeeCharges Hourly FeeCharges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations

None reported

HandshakeAffiliates

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

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