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Building 2REX CAPITAL ADVISORS, LLC

Map pinPROVIDENCE, RI
Phone401-383-5370
NotebookSEC #801-61630
Total AUM
$1.3B
Employees
11
Clients
21

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
50 PARK ROW WEST
SUITE 113
PROVIDENCE
RI 02903
United States
Operating Hours
8:30 A.M.- 5:30 P.M.
Monday - Friday
Phone
401-383-5370

ReceiptFinancials

Total AUM
$1.3B
Accounts
872
Discretionary
$939.6M
Accounts
770
Non-Discretionary
$313M
Accounts
102

ContactClients

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HNW Individual Clients
15
AUM
$1B
Charitable Organization Clients
1
AUM
$47.9M
Corporation or Business Clients
5
AUM
$174.8M

Briefcase businessServices

View ADV Part 2 brochures →

Services Offered
Advisor / Fund Manager SelectionFinancial PlanningIndividual Portfolio Management
Compensation Types
Charges Fixed FeeCharges Other FeeCharges Percentage AUM
Other Compensation
ANNUAL/MONTHLY FIXED CONSULTING FEE

Shield checkCompliance

Disclosures

None reported

State Registrations
RITX

HandshakeAffiliates

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

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