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Building 2MINIS & COMPANY

Map pinSAVANNAH, GA
Phone912-629-6644
NotebookSEC #801-68430
Total AUM
$607.6M
Employees
10
Clients
258

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
25 BULL STREET
SUITE 502
SAVANNAH
GA 31401
United States
Operating Hours
8:30AM-5:00PM
Monday - Friday
Phone
912-629-6644

ReceiptFinancials

Total AUM
$607.6M
Accounts
380
Discretionary
$607.6M
Accounts
380
Non-Discretionary
$0
Accounts
0

ContactClients

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Individual Clients
93
AUM
$40.8M
HNW Individual Clients
115
AUM
$333.5M
Pension/Profit Sharing Plan Clients
10
AUM
$29.1M
Charitable Organization Clients
31
AUM
$114.5M
Corporation or Business Clients
9
AUM
$89.6M

Briefcase businessServices

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Services Offered
Individual Portfolio ManagementInstitutional Portfolio Management
Compensation Types
Charges Fixed FeeCharges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
ALFLGANYPASCTX

HandshakeAffiliates

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Affiliates
Reported 4 business affiliates.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.

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