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Building 2TRUST ADVISORY GROUP LTD

Map pinBIRMINGHAM, AL
Phone800-292-2411
NotebookSEC #801-46919
Total AUM
$313.5M
Employees
22
Clients
564

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
2 PERIMETER PARK SOUTH
SUITE 500 WEST
BIRMINGHAM
AL 35243
United States
Operating Hours
9-5
Monday - Friday
Phone
800-292-2411
Other Offices
14

ReceiptFinancials

Total AUM
$313.5M
Accounts
792
Discretionary
$313.5M
Accounts
792
Non-Discretionary
$0
Accounts
0

ContactClients

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Individual Clients
492
AUM
$99M
HNW Individual Clients
70
AUM
$214.4M
Corporation or Business Clients
2
AUM
$83.5K

Briefcase businessServices

View ADV Part 2 brochures →

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

Shield checkCompliance

Disclosures
SEC/CFTC False Statement FindingSEC/CFTC Order EntrySEC/CFTC Penalty/Cease-and-DesistSEC/CFTC Violation Finding
State Registrations
ALAZCACOCTDEFLGAILINKYMAMEMINCNHNJNYOHORPARISCTNTXVAVTWA

HandshakeAffiliates

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Affiliates
Reported 6 business affiliates.
Claimed Affiliates
Reported as an affiliate by 3 other businesses.

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