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Building 2INVEST-N-U, LLC

Map pinALPHARETTA, GA
Phone678-533-6080
NotebookSEC #801-70223
Total AUM
$72M
Employees
3
Clients
0

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
4550 NORTH POINT PARKWAY
SUITE 250
ALPHARETTA
GA 30022
United States
Operating Hours
8:30 AM - 5:00 PM
Monday - Friday
Phone
678-533-6080

ReceiptFinancials

Total AUM
$72M
Accounts
45
Discretionary
$2M
Accounts
20
Non-Discretionary
$70M
Accounts
25

ContactClients

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None reported

Briefcase businessServices

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

Shield checkCompliance

Disclosures

None reported

State Registrations
GA

HandshakeAffiliates

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

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