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Building 2BPS WEALTH ADVISORS, INC.

Map pinCANFIELD, OH
Phone330-758-0575
NotebookSEC #801-37961
Total AUM
$1.1B
Employees
5
Clients
745

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
3701 BOARDMAN - CANFIELD RD.
SUITE 1
CANFIELD
OH 44406
United States
Operating Hours
8:15A.M. - 4:30P.M.
Monday - Friday
Phone
330-758-0575

ReceiptFinancials

Total AUM
$1.1B
Accounts
1,099
Discretionary
$0
Accounts
0
Non-Discretionary
$1.1B
Accounts
1,099

ContactClients

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Individual Clients
395
AUM
$98.6M
HNW Individual Clients
148
AUM
$321.3M
Pension/Profit Sharing Plan Clients
184
AUM
$653.5M
Charitable Organization Clients
8
AUM
$1.2M
Corporation or Business Clients
10
AUM
$8.1M

Briefcase businessServices

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

Shield checkCompliance

Disclosures

None reported

State Registrations
FLGAOHPATXVA

HandshakeAffiliates

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Affiliates
Reported 3 business affiliates.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.

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