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Building 2CFS WEALTH MANAGEMENT

Map pinMACON, GA
Phone478 471-1875
NotebookSEC #801-67728
Total AUM
$75.2M
Employees
6
Clients
0

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
3727 VINEVILLE AVENUE
MACON
GA 31204-1854
United States
Operating Hours
9 A.M. TO 5 P.M.
Monday - Friday
Phone
478 471-1875

ReceiptFinancials

Total AUM
$75.2M
Accounts
539
Discretionary
$75.2M
Accounts
539
Non-Discretionary
$0
Accounts
0

ContactClients

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None reported

Briefcase businessServices

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Services Offered
Financial PlanningIndividual Portfolio ManagementOther Services
Other Services
ADVICE ON CLIENT'S EMPLOYER RETIREMENT BENEFITS
Compensation Types
Charges Fixed FeeCharges Hourly FeeCharges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
FLGATX

HandshakeAffiliates

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

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