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Building 2SB ADVISORY, LLC

Map pinATLANTA, GA
Phone404-704-0406
NotebookSEC #801-77380
Total AUM
$404.8M
Employees
29
Clients
1,574

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
3424 PEACHTREE ROAD NE
SUITE 2200
ATLANTA
GA 30326-1184
United States
Operating Hours
9 AM TO 5 PM
Monday - Friday
Phone
404-704-0406
Other Offices
22

ReceiptFinancials

Total AUM
$404.8M
Accounts
1,540
Discretionary
$28.5M
Accounts
107
Non-Discretionary
$376.3M
Accounts
1,433

ContactClients

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Individual Clients
1,494
AUM
$254.9M
HNW Individual Clients
80
AUM
$149.8M

Briefcase businessServices

View ADV Part 2 brochures →

Services Offered
Advisor / Fund Manager SelectionFinancial PlanningIndividual Portfolio Management
Compensation Types
Charges Fixed FeeCharges Hourly FeeCharges Percentage AUM

Shield checkCompliance

Disclosures
SRO Discipline/Expulsion/SuspensionSRO Rule Violation
State Registrations
ALARAZCACOCTDCDEFLGAIAIDILINKSKYLAMAMDMEMIMNMOMSMTNCNDNENHNJNMNVNYOHOKORPAPRRISCSDTNTXUTVAWAWI

HandshakeAffiliates

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Affiliates
Reported 3 business affiliates.
Claimed Affiliates
Reported as an affiliate by 2 other businesses.

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