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Building 2MKT ADVISORS LLC

Map pinCARLSBAD, CA
Phone(760) 658-8780
NotebookSEC #801-76469
Total AUM
$463.7M
Employees
6
Clients
384

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
2888 LOKER AVE
SUITE 103
CARLSBAD
CA 92010
United States
Operating Hours
7:00 AM - 4:00 PM
Monday - Friday
Phone
(760) 658-8780
Other Offices
1

ReceiptFinancials

Total AUM
$463.7M
Accounts
991
Discretionary
$451.4M
Accounts
965
Non-Discretionary
$12.3M
Accounts
26

ContactClients

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Individual Clients
237
AUM
$80.4M
HNW Individual Clients
137
AUM
$355.5M
Charitable Organization Clients
9
AUM
$24M
Corporation or Business Clients
1
AUM
$3.9M

Briefcase businessServices

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Services Offered
Advisor / Fund Manager SelectionFinancial PlanningIndividual Portfolio ManagementInstitutional Portfolio Management
Compensation Types
Charges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
AZCACOFLIDMANENHNVTNTXWA

HandshakeAffiliates

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

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