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Building 2BCS WEALTH MANAGEMENT, LLC

Map pinJOHNSON CITY, TN
Phone423-283-9821
NotebookSEC #801-60905
Total AUM
$987.4M
Employees
12
Clients
848

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
541 SID MARTIN ROAD
SUITE A
JOHNSON CITY
TN 37615
United States
Operating Hours
8:00AM - 5:00PM
Monday - Friday
Phone
423-283-9821

ReceiptFinancials

Total AUM
$987.4M
Accounts
1,862
Discretionary
$897.1M
Accounts
1,831
Non-Discretionary
$90.3M
Accounts
31

ContactClients

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Individual Clients
622
AUM
$177.6M
HNW Individual Clients
202
AUM
$696.9M
Pension/Profit Sharing Plan Clients
17
AUM
$91.3M
Charitable Organization Clients
7
AUM
$21.5M

Briefcase businessServices

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Services Offered
Financial PlanningIndividual Portfolio ManagementPension Consulting
Compensation Types
Charges Fixed FeeCharges Hourly FeeCharges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
CAFLNCSCTNTXVA

HandshakeAffiliates

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Affiliates
Reported 3 business affiliates.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.

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