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Building 2BKS ADVISORS, LLC

Map pinSOUTHFIELD, MI
Phone248-358-6500
NotebookSEC #801-60022
Total AUM
$300.7M
Employees
6
Clients
441

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
28411 NORTHWESTERN HWY.
SUITE 760
SOUTHFIELD
MI 48034
United States
Operating Hours
9:00 AM TO 5:00 PM
Monday - Friday
Phone
248-358-6500
Other Offices
1

ReceiptFinancials

Total AUM
$300.7M
Accounts
1,052
Discretionary
$300.7M
Accounts
1,052
Non-Discretionary
$0
Accounts
0

ContactClients

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Individual Clients
374
AUM
$119.5M
HNW Individual Clients
54
AUM
$181.2M
Other Clients
13
AUM
$0
Description of Other Clients
401K PLANS

Briefcase businessServices

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Services Offered
Advisor / Fund Manager SelectionIndividual Portfolio ManagementInstitutional Portfolio ManagementPension Consulting
Compensation Types
Charges Fixed FeeCharges Percentage AUM

Shield checkCompliance

Disclosures
SEC/CFTC False Statement FindingSEC/CFTC Order EntrySEC/CFTC Penalty/Cease-and-DesistSEC/CFTC Violation Finding
State Registrations
AZCAFLILINMINVOH

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

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