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Building 2YCG, LLC

Map pinAUSTIN, TX
Phone512-505-2347
NotebookSEC #801-68621
Total AUM
$1.5B
Employees
9
Clients
264

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
3207 RANCH ROAD 620 SOUTH
SUITE 200
AUSTIN
TX 78738
United States
Operating Hours
8 A.M. TO 5 P.M.
Monday - Friday
Phone
512-505-2347

ReceiptFinancials

Total AUM
$1.5B
Accounts
264
Discretionary
$1.5B
Accounts
237
Non-Discretionary
$16.1M
Accounts
27

ContactClients

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Individual Clients
41
AUM
$6.7M
HNW Individual Clients
206
AUM
$827.3M
Investment Company Clients
1
AUM
$557.1M
Charitable Organization Clients
8
AUM
$89.7M
Corporation or Business Clients
6
AUM
$60.1M
Other Clients
2
AUM
$447.4K
Description of Other Clients
SPECIAL NEEDS TRUST

Briefcase businessServices

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Services Offered
Company Portfolio ManagementIndividual Portfolio ManagementInstitutional Portfolio Management
Compensation Types
Charges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
AZCAFLILMIOHTXUT

HandshakeAffiliates

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

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