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Building 2CAPITAL ADVISORS, LTD., LLC

Map pinSHAKER HEIGHTS, OH
Phone216-295-7900
NotebookSEC #801-71559
Total AUM
$1.4B
Employees
14
Clients
1,106

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
20600 CHAGRIN BLVD SUITE 1115
SHAKER HEIGHTS
OH 44122
United States
Operating Hours
8:30 AM - 5 PM
Monday - Friday
Phone
216-295-7900
Other Offices
10

ReceiptFinancials

Total AUM
$1.4B
Accounts
1,106
Discretionary
$1.4B
Accounts
1,105
Non-Discretionary
$822K
Accounts
1

ContactClients

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Individual Clients
461
AUM
$83.4M
HNW Individual Clients
597
AUM
$1.2B
Pension/Profit Sharing Plan Clients
28
AUM
$29.8M
Charitable Organization Clients
7
AUM
$10.8M
Corporation or Business Clients
13
AUM
$24.2M

Briefcase businessServices

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

Shield checkCompliance

Disclosures

None reported

State Registrations
AZCAFLILNCNHNYOHPASCTX

HandshakeAffiliates

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

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