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Building 2VFINANCE ADVISORS, INC.

Map pinBOCA RATON, FL
Phone561-981-1000
NotebookSEC #801-68699
Total AUM
$28M
Employees
8
Clients
0

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
3010 NORTH MILITARY TRAIL
SUITE 300
BOCA RATON
FL 33431
United States
Operating Hours
9:00 AM TO 5:00 PM
Monday - Friday
Phone
561-981-1000

ReceiptFinancials

Total AUM
$28M
Accounts
196
Discretionary
$23M
Accounts
176
Non-Discretionary
$5M
Accounts
20

ContactClients

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None reported

Briefcase businessServices

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Services Offered
Financial PlanningIndividual Portfolio ManagementPension Consulting
Compensation Types
Charges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
FLNJNY

HandshakeAffiliates

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

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