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Building 2KB FINANCIAL PARTNERS, LLC

Map pinPRINCETON, NJ
Phone609-924-7250
NotebookSEC #801-78199
Total AUM
$1.3B
Employees
17
Clients
219

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
300 CARNEGIE CENTER #240
PRINCETON
NJ 08540
United States
Operating Hours
8:30 AM - 5:00 PM
Monday - Friday
Phone
609-924-7250

ReceiptFinancials

Total AUM
$1.3B
Accounts
1,175
Discretionary
$991.1M
Accounts
1,135
Non-Discretionary
$310.5M
Accounts
40

ContactClients

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Individual Clients
97
AUM
$45.5M
HNW Individual Clients
102
AUM
$909M
Pension/Profit Sharing Plan Clients
18
AUM
$264M
Charitable Organization Clients
1
AUM
$82.5M
Corporation or Business Clients
1
AUM
$718.7K

Briefcase businessServices

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Services Offered
Advisor / Fund Manager SelectionFinancial PlanningIndividual Portfolio ManagementInstitutional Portfolio ManagementPension Consulting
Compensation Types
Charges Fixed FeeCharges Other FeeCharges Percentage AUM
Other Compensation
PERFORMANCE-BASED FEES FOR CERTAIN PRIVATE FUNDS

Shield checkCompliance

Disclosures

None reported

State Registrations
CACTDCFLLANJNYPARITX

HandshakeAffiliates

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Affiliates
Reported 2 business affiliates.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.

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