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Building 2PBGH FINANCIAL ADVISORS, INC.

Map pinFREDERICKSBURG, VA
Phone540-371-3566
NotebookSEC #801-69322
Total AUM
$135M
Employees
3
Clients
0

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
725 JACKSON STREET
SUITE 210
FREDERICKSBURG
VA 22401
United States
Operating Hours
8AM-5PM
Monday - Friday
Phone
540-371-3566

ReceiptFinancials

Total AUM
$135M
Accounts
610
Discretionary
$105M
Accounts
585
Non-Discretionary
$30M
Accounts
25

ContactClients

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None reported

Briefcase businessServices

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Services Offered
Advisor / Fund Manager SelectionEducationFinancial PlanningIndividual Portfolio ManagementInstitutional Portfolio ManagementPension ConsultingPublications
Compensation Types
Charges Fixed FeeCharges Hourly FeeCharges Percentage AUMCharges Performance-Based

Shield checkCompliance

Disclosures
Other Regulator Order (Past 10 Years)
State Registrations
FLTXVA

HandshakeAffiliates

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

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