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Building 2REAL ESTATE MANAGEMENT SERVICES GROUP, LLC

Map pinNAPLES, FL
Phone239-262-3017
NotebookSEC #801-61061
Total AUM
$217.6M
Employees
4
Clients
18

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
1100 FIFTH AVENUE SOUTH, SUITE 305
NAPLES
FL 34102-6407
United States
Operating Hours
9:00 A.M. TO 5:00 P.M.
Monday - Friday
Phone
239-262-3017

ReceiptFinancials

Total AUM
$217.6M
Accounts
18
Discretionary
$217.6M
Accounts
18
Non-Discretionary
$0
Accounts
0

ContactClients

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HNW Individual Clients
8
AUM
$60.2M
Investment Company Clients
1
AUM
$46M
Pension/Profit Sharing Plan Clients
2
AUM
$16.4M
Charitable Organization Clients
6
AUM
$72.1M
Insurance Company Clients
1
AUM
$22.8M

Briefcase businessServices

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Services Offered
Company Portfolio ManagementIndividual Portfolio ManagementInstitutional Portfolio Management
Compensation Types
Charges Fixed FeeCharges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
FLGAPA

HandshakeAffiliates

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

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