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Building 2CAPITAL FORMATION ADVISERS LLC

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Phone9177631307
NotebookSEC #801-55098
Total AUM
$68.4M
Employees
1
Clients
7

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address



Operating Hours
9AM TO 6PM
Monday - Friday
Phone
9177631307

ReceiptFinancials

Total AUM
$68.4M
Accounts
6
Discretionary
$38.9M
Accounts
1
Non-Discretionary
$29.6M
Accounts
5

ContactClients

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HNW Individual Clients
5
AUM
$65.6M
Pension/Profit Sharing Plan Clients
1
AUM
$953.6K
Other Clients
1
AUM
$1.9M
Description of Other Clients
TRUST

Briefcase businessServices

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Services Offered
Individual Portfolio Management
Compensation Types
Charges Fixed FeeCharges Hourly Fee

Shield checkCompliance

Disclosures

None reported

State Registrations
CTHI

HandshakeAffiliates

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Affiliates
Reported 4 business affiliates.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.

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