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Building 2ASSET MANAGEMENT GROUP, INC.

Map pinSTAMFORD, CT
Phone203-964-8300
NotebookSEC #801-55461
Total AUM
$898.3M
Employees
6
Clients
264

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
60 LONG RIDGE ROAD
STAMFORD
CT 06902
United States
Operating Hours
9:00 AM - 5:00 PM
Monday - Friday
Phone
203-964-8300

ReceiptFinancials

Total AUM
$898.3M
Accounts
1,478
Discretionary
$898.3M
Accounts
1,478
Non-Discretionary
$0
Accounts
0

ContactClients

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Individual Clients
156
AUM
$73.7M
HNW Individual Clients
98
AUM
$796.7M
Pension/Profit Sharing Plan Clients
8
AUM
$3.6M
Corporation or Business Clients
2
AUM
$24.3M

Briefcase businessServices

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

Shield checkCompliance

Disclosures

None reported

State Registrations
CACOCTFLGAILMAMDNCNHNJNYPATXVA

HandshakeAffiliates

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

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