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Building 2STATETRUST CAPITAL, LLC.

Map pinBOCA RATON, FL
Phone305-921-8101
NotebookSEC #801-60478
Total AUM
$93.7M
Employees
4
Clients
144

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
1750 CLINT MOORE ROAD
BOCA RATON
FL 33487
United States
Operating Hours
9-5
Monday - Friday
Phone
305-921-8101

ReceiptFinancials

Total AUM
$93.7M
Accounts
238
Discretionary
$93.7M
Accounts
238
Non-Discretionary
$0
Accounts
0

ContactClients

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Individual Clients
91
AUM
$21.7M
HNW Individual Clients
52
AUM
$47.7M
Insurance Company Clients
1
AUM
$24.3M

Briefcase businessServices

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

Shield checkCompliance

Disclosures
Other Regulator Violation FindingSRO Rule Violation
State Registrations
CAFLTX

HandshakeAffiliates

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Affiliates
Reported 4 business affiliates.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.

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