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Building 2MEMBERS TRUST COMPANY

Map pinTAMPA, FL
Phone888-727-9191
NotebookSEC #801-62054
Total AUM
$168.3M
Employees
8
Clients
0

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
14025 RIVEREDGE DRIVE, SUITE 280
TAMPA
FL 33637
USA
Operating Hours
9AM TO 5PM
Monday - Friday
Phone
888-727-9191

ReceiptFinancials

Total AUM
$168.3M
Accounts
2,725
Discretionary
$102.7M
Accounts
257
Non-Discretionary
$65.5M
Accounts
2,468

ContactClients

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None reported

Briefcase businessServices

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

Shield checkCompliance

Disclosures
Other Regulator Cause of Denial/SuspensionOther Regulator Denial/Suspension/RevocationOther Regulator Order (Past 10 Years)Other Regulator Violation Finding
State Registrations
AZCACOCTDCFLILINMAMEMINCNHNJNMNVNYRITXUTVAVT

HandshakeAffiliates

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Affiliates
Reported 2 business affiliates.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.

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