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Building 2SQ ADVISORS, LLC

Map pinNAPLES, FL
Phone239-213-9393
NotebookSEC #801-72026
Total AUM
$2.7B
Employees
6
Clients
140

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
1400 GULF SHORE BLVD. NORTH
SUITE 184
NAPLES
FL 34102
United States
Operating Hours
9 AM - 5 PM
Monday - Friday
Phone
239-213-9393

ReceiptFinancials

Total AUM
$2.7B
Accounts
225
Discretionary
$2.7B
Accounts
225
Non-Discretionary
$0
Accounts
0

ContactClients

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Individual Clients
2
AUM
$1.7M
HNW Individual Clients
66
AUM
$853.5M
Pooled Vehicle Clients
4
AUM
$158.4M
Pension/Profit Sharing Plan Clients
2
AUM
$17.3M
Charitable Organization Clients
28
AUM
$1.1B
Investment Advisor Clients
5
AUM
$66.8M
Corporation or Business Clients
33
AUM
$446.8M

Briefcase businessServices

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

Shield checkCompliance

Disclosures

None reported

State Registrations
CAFLILNYTXVA

HandshakeAffiliates

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

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