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Building 2CAPITAL INVESTMENT ADVISORS

Map pinVERO BEACH, FL
Phone772-231-3122
NotebookSEC #801-70941
Total AUM
$30.9M
Employees
3
Clients
0

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
1401 HIGHWAY A1A
SUITE 207
VERO BEACH
FL 32963
United States
Operating Hours
9:00 AM TO 5:00 PM
Monday - Friday
Phone
772-231-3122

ReceiptFinancials

Total AUM
$30.9M
Accounts
125
Discretionary
$30.9M
Accounts
125
Non-Discretionary
$0
Accounts
0

ContactClients

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None reported

Briefcase businessServices

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Services Offered
Financial PlanningIndividual Portfolio Management
Compensation Types
Charges Hourly FeeCharges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
FL

HandshakeAffiliates

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

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