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Building 2TW ADVISORS

Map pinCENTERVILLE, OH
Phone937-428-9700
NotebookSEC #801-60709
Total AUM
$269.5M
Employees
4
Clients
253

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
1065 E. CENTERVILLE STATION ROAD
CENTERVILLE
OH 45459
United States
Operating Hours
9:00 AM TO 4:00 PM
Monday - Friday
Phone
937-428-9700
Other Offices
1

ReceiptFinancials

Total AUM
$269.5M
Accounts
490
Discretionary
$238.7M
Accounts
475
Non-Discretionary
$30.9M
Accounts
15

ContactClients

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Individual Clients
129
AUM
$34.1M
HNW Individual Clients
107
AUM
$208.8M
Pension/Profit Sharing Plan Clients
11
AUM
$21.9M
Charitable Organization Clients
5
AUM
$2.9M
Corporation or Business Clients
1
AUM
$1.8M

Briefcase businessServices

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Services Offered
Advisor / Fund Manager SelectionIndividual Portfolio ManagementInstitutional Portfolio ManagementOther ServicesPublications
Other Services
CONSULTING
Compensation Types
Charges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
CAFLINKYNCOHTX

HandshakeAffiliates

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

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