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Building 2VALUE FINANCIAL ADVISERS, INC.

Map pinORLANDO, FL
Phone303-770-3030
NotebookSEC #801-37987
Total AUM
$105.3M
Employees
4
Clients
201

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
1406 SPRING FEST LN
ORLANDO
FL 32828
United States
Operating Hours
8:00 AM TO 5:00 PM
Monday - Friday
Phone
303-770-3030
Other Offices
1

ReceiptFinancials

Total AUM
$105.3M
Accounts
203
Discretionary
$98M
Accounts
179
Non-Discretionary
$7.2M
Accounts
24

ContactClients

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Individual Clients
167
AUM
$51.7M
HNW Individual Clients
34
AUM
$53.6M

Briefcase businessServices

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Services Offered
Financial PlanningIndividual Portfolio ManagementOther Services
Other Services
CONSULTING
Compensation Types
Charges Fixed FeeCharges Hourly FeeCharges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
COFLLANETX

HandshakeAffiliates

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

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