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Building 2BCG WEALTH MANAGEMENT

Map pinCHERRY HILL, NJ
Phone856-393-1950
NotebookSEC #801-56943
Total AUM
$894.2M
Employees
55
Clients
2,181

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
51 HADDONFIELD ROAD
SUITE 210
CHERRY HILL
NJ 08002
United States
Operating Hours
8:00AM-4:30PM
Monday - Friday
Phone
856-393-1950

ReceiptFinancials

Total AUM
$894.2M
Accounts
2,100
Discretionary
$0
Accounts
0
Non-Discretionary
$894.2M
Accounts
2,100

ContactClients

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Individual Clients
1,891
AUM
$425.9M
HNW Individual Clients
169
AUM
$326.5M
Pension/Profit Sharing Plan Clients
65
AUM
$0
Investment Advisor Clients
56
AUM
$141.9M

Briefcase businessServices

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

Shield checkCompliance

Disclosures

None reported

State Registrations
AKALARAZCACOCTDCDEFLGAHIIAIDILINKYLAMAMDMIMNMOMSMTNCNENHNJNMNVNYOHOKORPASCTNTXVAVTWAWIWV

HandshakeAffiliates

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Affiliates
Reported 3 business affiliates.
Claimed Affiliates
Reported as an affiliate by 1 other business.

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