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Building 2BGR FINANCIAL GROUP, LLC

Map pinTUCSON, AZ
Phone520-795-6600
NotebookSEC #801-68193
Total AUM
$306.7M
Employees
11
Clients
0

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
3561 EAST SUNRISE DRIVE
SUITE 247
TUCSON
AZ 85718
United States
Operating Hours
8AM-4PM
Monday - Friday
Phone
520-795-6600

ReceiptFinancials

Total AUM
$306.7M
Accounts
1,500
Discretionary
$304.3M
Accounts
1,494
Non-Discretionary
$2.4M
Accounts
6

ContactClients

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None reported

Briefcase businessServices

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Services Offered
EducationFinancial PlanningIndividual Portfolio Management
Compensation Types
Charges Fixed FeeCharges Percentage AUMCharges Performance-Based

Shield checkCompliance

Disclosures

None reported

State Registrations
AZCATXWA

HandshakeAffiliates

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

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