1. Home
  2. Chevron right
  3. Firms
  4. Chevron right
Log inSign in SparklesCreate a free account

Building 2WWK ADVISORS, LLC

Map pinNORTHVILLE, MI
Phone248.449.8300
NotebookSEC #801-71775
Total AUM
$471.2M
Employees
6
Clients
238

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
126 N. CENTER STREET
NORTHVILLE
MI 48167
United States
Operating Hours
8:30 A.M.-5 P.M.
Monday - Friday
Phone
248.449.8300

ReceiptFinancials

Total AUM
$471.2M
Accounts
766
Discretionary
$271.2M
Accounts
743
Non-Discretionary
$200M
Accounts
23

ContactClients

View more in analytics →

Individual Clients
161
AUM
$85.9M
HNW Individual Clients
53
AUM
$124.6M
Pension/Profit Sharing Plan Clients
21
AUM
$200M
Charitable Organization Clients
1
AUM
$6.8M
Other Clients
2
AUM
$53.9M
Description of Other Clients
NON-PROFIT

Briefcase businessServices

View ADV Part 2 brochures →

Services Offered
Advisor / Fund Manager SelectionEducationFinancial PlanningIndividual Portfolio ManagementInstitutional Portfolio ManagementPension Consulting
Compensation Types
Charges Fixed FeeCharges Hourly FeeCharges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
FLILINLAMITX

HandshakeAffiliates

View all affiliates →

Affiliates
Reported 4 business affiliates.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.

Feature requires an account