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Building 2BPP WEALTH SOLUTIONS, LLC

Map pinBASKING RIDGE, NJ
Phone(908) 442-7750
NotebookSEC #801-77658
Total AUM
$247.3M
Employees
6
Clients
113

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
25 MOUNTAINVIEW BLVD.,
SUITE 202A
BASKING RIDGE
NJ 07920
United States
Operating Hours
9:00AM TO 5:00PM
Monday - Friday
Phone
(908) 442-7750

ReceiptFinancials

Total AUM
$247.3M
Accounts
459
Discretionary
$247.3M
Accounts
459
Non-Discretionary
$0
Accounts
0

ContactClients

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Individual Clients
41
AUM
$14.3M
HNW Individual Clients
72
AUM
$233M

Briefcase businessServices

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

Shield checkCompliance

Disclosures

None reported

State Registrations
CACOFLNJNYTX

HandshakeAffiliates

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Affiliates
Reported 3 business affiliates.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.

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