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Building 2FSA INVESTMENT GROUP, LLC

Map pinPENSACOLA, FL
Phone(850) 696-1550
NotebookSEC #801-76511
Total AUM
$761.8M
Employees
12
Clients
61

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
212 SOUTH ALCANIZ STREET
PENSACOLA
FL 32502
United States
Operating Hours
8:00 AM - 5:00 PM
Monday - Friday
Phone
(850) 696-1550
Other Offices
7

ReceiptFinancials

Total AUM
$761.8M
Accounts
124
Discretionary
$736.4M
Accounts
118
Non-Discretionary
$25.4M
Accounts
6

ContactClients

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Individual Clients
23
AUM
$10.3M
HNW Individual Clients
18
AUM
$80.4M
Charitable Organization Clients
1
AUM
$116.1K
Corporation or Business Clients
4
AUM
$25.4M
Other Clients
15
AUM
$645.5M
Description of Other Clients
NATIVE AMERICAN TRIBES

Briefcase businessServices

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Services Offered
Advisor / Fund Manager SelectionEducationFinancial PlanningIndividual Portfolio ManagementInstitutional Portfolio ManagementOther ServicesPension Consulting
Other Services
SERVICES TO TRIBAL CLIENTS
Compensation Types
Charges Fixed FeeCharges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
ALAZCAFLGALAMTNVWA

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Affiliates
Reported 5 business affiliates.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.

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