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Building 2M CAPITAL ADVISORS

Map pinNASHVILLE, TN
Phone615-244-8400
NotebookSEC #801-43315
Total AUM
$870.5M
Employees
13
Clients
276

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
104 WOODMONT BLVD
SUITE 320
NASHVILLE
TN 37205
United States
Operating Hours
7:30 AM - 4:30 PM
Monday - Friday
Phone
615-244-8400
Other Offices
1

ReceiptFinancials

Total AUM
$870.5M
Accounts
516
Discretionary
$847M
Accounts
514
Non-Discretionary
$23.6M
Accounts
2

ContactClients

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Individual Clients
124
AUM
$34.1M
HNW Individual Clients
133
AUM
$723.5M
Pension/Profit Sharing Plan Clients
3
AUM
$200.2K
Charitable Organization Clients
9
AUM
$49.6M
Corporation or Business Clients
5
AUM
$39.6M
Other Clients
2
AUM
$23.6M
Description of Other Clients
UMA

Briefcase businessServices

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

Shield checkCompliance

Disclosures

None reported

State Registrations
AZCACOFLLAMNMSNETNTX

HandshakeAffiliates

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Affiliates
Reported 2 business affiliates.
Claimed Affiliates
Reported as an affiliate by 1 other business.

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