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Building 2FUND DIRECT ADVISORS INC.

Map pinGREENSBORO, NC
Phone336-271-4450
NotebookSEC #801-77794
Total AUM
$593M
Employees
4
Clients
156

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
201 STATE STREET
GREENSBORO
NC 27408
United States
Operating Hours
9AM TO 5PM
Monday - Friday
Phone
336-271-4450

ReceiptFinancials

Total AUM
$593M
Accounts
156
Discretionary
$50M
Accounts
96
Non-Discretionary
$543M
Accounts
60

ContactClients

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Individual Clients
65
AUM
$25M
HNW Individual Clients
25
AUM
$33M
Pension/Profit Sharing Plan Clients
65
AUM
$510M
Corporation or Business Clients
1
AUM
$25M

Briefcase businessServices

View ADV Part 2 brochures →

Services Offered
Financial PlanningIndividual Portfolio ManagementOther Services
Other Services
RIA MGT. FOR 401-K,403-B & 527 PLANS; PROFIT SHAR. PLS; GOV. PEN. PLS. FOR & NON-FOR PROFIT PEN. PLS.
Compensation Types
Charges Fixed FeeCharges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
NC

HandshakeAffiliates

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

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