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Building 2BNB WEALTH MANGAGEMENT, LLC

Map pinSILVER SPRING, MD
Phone301-562-7300
NotebookSEC #801-53808
Total AUM
$264.6M
Employees
5
Clients
480

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
8730 GEORGIA AVENUE
SUITE 500
SILVER SPRING
MD 20910
United States
Operating Hours
8:30 AM TO 7:00 PM
Monday - Friday
Phone
301-562-7300
Other Offices
4

ReceiptFinancials

Total AUM
$264.6M
Accounts
480
Discretionary
$248.3M
Accounts
449
Non-Discretionary
$16.3M
Accounts
31

ContactClients

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Individual Clients
289
AUM
$43.6M
HNW Individual Clients
152
AUM
$158M
Pension/Profit Sharing Plan Clients
22
AUM
$25.9M
Charitable Organization Clients
9
AUM
$21.2M
Corporation or Business Clients
8
AUM
$15.9M

Briefcase businessServices

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

Shield checkCompliance

Disclosures
SEC/CFTC Order EntrySEC/CFTC Penalty/Cease-and-Desist
State Registrations
DCFLMDPATXVA

HandshakeAffiliates

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

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