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Building 2B&C FINANCIAL ADVISORS

Map pinPONTE VEDRA BEACH, FL
Phone904-273-9850
NotebookSEC #801-55533
Total AUM
$626M
Employees
12
Clients
545

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
110 PROFESSIONAL DRIVE
SUITE 101
PONTE VEDRA BEACH
FL 32082
United States
Operating Hours
8:30 AM - 5:00 PM (M-TH); 8:30 AM - 4:00 PM (FRIDAY)
Monday - Friday
Phone
904-273-9850

ReceiptFinancials

Total AUM
$626M
Accounts
1,331
Discretionary
$613.9M
Accounts
1,314
Non-Discretionary
$12.1M
Accounts
17

ContactClients

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Individual Clients
392
AUM
$131.6M
HNW Individual Clients
146
AUM
$470.3M
Pension/Profit Sharing Plan Clients
1
AUM
$605.5K
Charitable Organization Clients
1
AUM
$1M
Corporation or Business Clients
5
AUM
$22.5M

Briefcase businessServices

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

Shield checkCompliance

Disclosures

None reported

State Registrations
CAFLGALANCNJNYPATNTXVA

HandshakeAffiliates

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

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