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Building 2WP ADVISORS, LLC

Map pin
Phone415-777-2900
NotebookSEC #801-62924
Total AUM
$588.9M
Employees
4
Clients
391

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address



Operating Hours
9:00 A.M. TO 5:00 P.M.
Monday - Friday
Phone
415-777-2900
Other Offices
1

ReceiptFinancials

Total AUM
$588.9M
Accounts
842
Discretionary
$576.5M
Accounts
823
Non-Discretionary
$12.4M
Accounts
19

ContactClients

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Individual Clients
182
AUM
$81.7M
HNW Individual Clients
209
AUM
$507.2M

Briefcase businessServices

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Services Offered
Financial PlanningIndividual Portfolio Management
Compensation Types
Charges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
CANJTXWA

HandshakeAffiliates

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

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