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Building 2PRIVATE WEALTH GROUP, LLC

Map pinTAMPA, FL
Phone813-226-1900
NotebookSEC #801-67745
Total AUM
$274M
Employees
2
Clients
234

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
4902 EISENHOWER BLVD
SUITE 150
TAMPA
FL 33634
United States
Operating Hours
9:00 AM TO 5:00 PM
Monday - Friday
Phone
813-226-1900

ReceiptFinancials

Total AUM
$274M
Accounts
600
Discretionary
$274M
Accounts
600
Non-Discretionary
$0
Accounts
0

ContactClients

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Individual Clients
166
AUM
$50.7M
HNW Individual Clients
62
AUM
$203.2M
Charitable Organization Clients
1
AUM
$18.3M
Corporation or Business Clients
5
AUM
$1.9M

Briefcase businessServices

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

Shield checkCompliance

Disclosures

None reported

State Registrations
AZCACOFLNJNVTXUT

HandshakeAffiliates

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

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