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Building 2TULL FINANCIAL GROUP, INC.

Map pinCHESAPEAKE, VA
Phone(757)436-1122
NotebookSEC #801-61759
Total AUM
$367.1M
Employees
9
Clients
295

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
555 BELAIRE AVENUE
SUITE 130
CHESAPEAKE
VA 23320-5205
United States
Operating Hours
8:30AM - 5:00PM
Monday - Friday
Phone
(757)436-1122

ReceiptFinancials

Total AUM
$367.1M
Accounts
1,000
Discretionary
$364M
Accounts
982
Non-Discretionary
$3.1M
Accounts
18

ContactClients

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Individual Clients
181
AUM
$91.1M
HNW Individual Clients
111
AUM
$264.5M
Pension/Profit Sharing Plan Clients
2
AUM
$749.5K
Corporation or Business Clients
1
AUM
$10.7M

Briefcase businessServices

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Services Offered
EducationFinancial PlanningIndividual Portfolio Management
Compensation Types
Charges Fixed FeeCharges Hourly FeeCharges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
FLNCTXVA

HandshakeAffiliates

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

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