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Building 2RETIREMENT EDUCATIONAL SERVICES, LLC

Map pinGREENVILLE, NC
Phone252-439-1888
NotebookSEC #801-66634
Total AUM
$11.2M
Employees
3
Clients
0

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
1290 EAST ARLINGTON BLVD.,
SUITE 102 JEFFERSON PLACE
GREENVILLE
NC 27858
USA
Operating Hours
9AM-5PM
Monday - Friday
Phone
252-439-1888

ReceiptFinancials

Total AUM
$11.2M
Accounts
2
Discretionary
$0
Accounts
0
Non-Discretionary
$11.2M
Accounts
2

ContactClients

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None reported

Briefcase businessServices

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Services Offered
Advisor / Fund Manager SelectionIndividual Portfolio Management
Compensation Types
Charges Hourly FeeCharges Percentage AUM

Shield checkCompliance

Disclosures
SEC/CFTC Order EntrySEC/CFTC Penalty/Cease-and-DesistSEC/CFTC Violation Finding
State Registrations
NC

HandshakeAffiliates

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

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