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Building 2INVESTMENT ADVISORY GROUP LLC

Map pinSARASOTA, FL
Phone781-826-1235
NotebookSEC #801-56937
Total AUM
$1.2B
Employees
10
Clients
1,543

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
1343 MAIN STREET
SUITE 705-787
SARASOTA
FL 34236
United States
Operating Hours
9 AM - 5 PM
Monday - Friday
Phone
781-826-1235
Other Offices
1

ReceiptFinancials

Total AUM
$1.2B
Accounts
3,581
Discretionary
$1.2B
Accounts
3,581
Non-Discretionary
$0
Accounts
0

ContactClients

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Individual Clients
1,267
AUM
$591.4M
HNW Individual Clients
275
AUM
$624.3M
Charitable Organization Clients
1
AUM
$1.3M

Briefcase businessServices

View ADV Part 2 brochures →

Services Offered
Advisor / Fund Manager SelectionFinancial PlanningIndividual Portfolio Management
Compensation Types
Charges Fixed FeeCharges Hourly FeeCharges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
CACOCTFLILMAMDMENCNHNJNYOHPARISCTNTXVAVT

HandshakeAffiliates

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

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