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

Building 2MONEY MANAGEMENT SERVICES INC

Map pinBIRMINGHAM, AL
Phone205-871-7526
NotebookSEC #801-42500
Total AUM
$442.7M
Employees
12
Clients
522

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
3410 INDEPENDENCE DRIVE
BIRMINGHAM
AL 35209-5604
United States
Operating Hours
MONDAY TO THURSDAY 9AM TO 5PM, FRIDAY 9AM TO 3PM
Monday - Friday
Phone
205-871-7526

ReceiptFinancials

Total AUM
$442.7M
Accounts
1,377
Discretionary
$426M
Accounts
1,320
Non-Discretionary
$16.7M
Accounts
57

ContactClients

View more in analytics →

Individual Clients
368
AUM
$152.2M
HNW Individual Clients
153
AUM
$290M
Pension/Profit Sharing Plan Clients
1
AUM
$429.8K

Briefcase businessServices

View ADV Part 2 brochures →

Services Offered
Advisor / Fund Manager SelectionEducationFinancial PlanningIndividual Portfolio ManagementInstitutional Portfolio ManagementOther Services
Other Services
INVESTMENT CONSULTING
Compensation Types
Charges Fixed FeeCharges Hourly FeeCharges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
ALFLGALAMSTNTX

HandshakeAffiliates

View all affiliates →

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

Feature requires an account