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Building 2BHK SECURITIES, LLC

Map pinBIRMINGHAM, AL
Phone205-322-2025
NotebookSEC #801-67198
Total AUM
$128.4M
Employees
8
Clients
105

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
2200 LAKESHORE DRIVE
SUITE 250
BIRMINGHAM
AL 35209-8803
United States
Operating Hours
8-5PM
Monday - Friday
Phone
205-322-2025

ReceiptFinancials

Total AUM
$128.4M
Accounts
184
Discretionary
$54.7M
Accounts
63
Non-Discretionary
$73.7M
Accounts
121

ContactClients

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Individual Clients
42
AUM
$14.9M
HNW Individual Clients
61
AUM
$111.4M
Pension/Profit Sharing Plan Clients
1
AUM
$2.1M
Corporation or Business Clients
1
AUM
$50.6K

Briefcase businessServices

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Services Offered
Advisor / Fund Manager SelectionIndividual Portfolio ManagementInstitutional Portfolio ManagementPension Consulting
Compensation Types
Charges CommissionCharges Percentage AUM

Shield checkCompliance

Disclosures
SRO Discipline/Expulsion/SuspensionSRO Rule Violation
State Registrations
ALFLGALAMISCTNTXWA

HandshakeAffiliates

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Affiliates
Reported 2 business affiliates.
Claimed Affiliates
Reported as an affiliate by 1 other business.

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