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Building 2&WEALTH PARTNERS

Map pinBALTIMORE, MD
Phone410-844-3300
NotebookSEC #801-69853
Total AUM
$508.2M
Employees
5
Clients
103

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
1629 THAMES STREET
SUITE 300
BALTIMORE
MD 21231
United States
Operating Hours
BY APPOINTMENT ONLY
Monday - Friday
Phone
410-844-3300
Other Offices
1

ReceiptFinancials

Total AUM
$508.2M
Accounts
254
Discretionary
$280.2M
Accounts
222
Non-Discretionary
$228M
Accounts
32

ContactClients

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Individual Clients
26
AUM
$7.2M
HNW Individual Clients
70
AUM
$382.3M
Corporation or Business Clients
7
AUM
$118.7M

Briefcase businessServices

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Services Offered
Advisor / Fund Manager SelectionFinancial PlanningIndividual Portfolio Management
Compensation Types
Charges Fixed FeeCharges Hourly FeeCharges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
FLILMDNHNY

HandshakeAffiliates

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Affiliates
Reported 2 business affiliates.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.

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