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Building 2WEALTH ADVISORY ASSET MANAGEMENT LLC

Map pinBRIGHTON, MI
Phone810-229-6446
NotebookSEC #801-67042
Total AUM
$48M
Employees
31
Clients
0

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
135 WEST NORTH STREET
SUITE 1
BRIGHTON
MI 48116
USA
Operating Hours
9AM TO 5PM
Monday - Friday
Phone
810-229-6446

ReceiptFinancials

Total AUM
$48M
Accounts
400
Discretionary
$47M
Accounts
392
Non-Discretionary
$1M
Accounts
8

ContactClients

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None reported

Briefcase businessServices

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Services Offered
Individual Portfolio ManagementPooled Vehicle Portfolio Management
Compensation Types
Charges Percentage AUM

Shield checkCompliance

Disclosures
Other Regulator Denial/Suspension/RevocationOther Regulator False Statement/Dishonesty
State Registrations
MI

HandshakeAffiliates

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

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