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Building 2CAPITAL ADVISORY GROUP, INC.

Map pinDALLAS, TX
Phone972-770-4840
NotebookSEC #801-64114
Total AUM
$224.9M
Employees
3
Clients
77

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
5151 BELT LINE ROAD
SUITE 1250
DALLAS
TX 75254
United States
Operating Hours
BY APPOINTMENT ONLY
BY APPOINTMENT ONLY
Phone
972-770-4840

ReceiptFinancials

Total AUM
$224.9M
Accounts
296
Discretionary
$217.2M
Accounts
276
Non-Discretionary
$7.7M
Accounts
20

ContactClients

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Individual Clients
28
AUM
$13.5M
HNW Individual Clients
49
AUM
$211.4M

Briefcase businessServices

View ADV Part 2 brochures →

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

Shield checkCompliance

Disclosures

None reported

State Registrations
TX

HandshakeAffiliates

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

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