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Building 2WEALTH MANAGEMENT CORP

Map pinTALLAHASSEE, FL
Phone850-894-7526
NotebookSEC #801-56976
Total AUM
$57.4M
Employees
3
Clients
0

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
2941 KERRY FOREST PKWY
TALLAHASSEE
FL 32309-6825
United States
Operating Hours
9:00A.M.-5:00 P.M.
Monday - Friday
Phone
850-894-7526

ReceiptFinancials

Total AUM
$57.4M
Accounts
777
Discretionary
$55.6M
Accounts
756
Non-Discretionary
$1.8M
Accounts
21

ContactClients

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None reported

Briefcase businessServices

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

Shield checkCompliance

Disclosures
Dismissed Civil Action (Settlement)
State Registrations
FLGANCTX

HandshakeAffiliates

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

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