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Building 2WAYPOINT ADVISORS, LLC

Map pinVIRGINIA BEACH, VA
Phone(757)623-1600
NotebookSEC #801-61451
Total AUM
$215.1M
Employees
7
Clients
103

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
2101 PARKS AVENUE
SUITE 800
VIRGINIA BEACH
VA 23451
United States
Operating Hours
8:30 - 5:00
Monday - Friday
Phone
(757)623-1600

ReceiptFinancials

Total AUM
$215.1M
Accounts
103
Discretionary
$215.1M
Accounts
103
Non-Discretionary
$0
Accounts
0

ContactClients

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Individual Clients
79
AUM
$92M
HNW Individual Clients
16
AUM
$100.6M
Pension/Profit Sharing Plan Clients
3
AUM
$6M
Charitable Organization Clients
5
AUM
$16.6M

Briefcase businessServices

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

Shield checkCompliance

Disclosures

None reported

State Registrations
VA

HandshakeAffiliates

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

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