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

Building 2RETIREMENT FUNDING ADVISORS INC.

Map pinTROY, MI
Phone248-430-7008
NotebookSEC #801-49645
Total AUM
$599.8M
Employees
5
Clients
107

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
3155 W. BIG BEAVER ROAD,
SUITE 119
TROY
MI 48084-3006
United States
Operating Hours
8:30AM - 5:00PM
Monday - Friday
Phone
248-430-7008

ReceiptFinancials

Total AUM
$599.8M
Accounts
111
Discretionary
$144.1M
Accounts
1
Non-Discretionary
$455.7M
Accounts
110

ContactClients

View more in analytics →

Individual Clients
51
AUM
$19.9M
HNW Individual Clients
47
AUM
$208.6M
Pension/Profit Sharing Plan Clients
7
AUM
$289M
Charitable Organization Clients
1
AUM
$278.8K
Other Clients
1
AUM
$82.1M
Description of Other Clients
FOUNDATIONS

Briefcase businessServices

View ADV Part 2 brochures →

Services Offered
Individual Portfolio ManagementPension Consulting
Compensation Types
Charges Fixed FeeCharges Hourly FeeCharges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
FLMITX

HandshakeAffiliates

View all affiliates →

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

Feature requires an account