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Building 2FINANCIAL ONE, INC.

Map pinBOCA RATON, FL
Phone561-241-0000
NotebookSEC #801-78226
Total AUM
$19.9M
Employees
5
Clients
0

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
7781 NW BEACON SQUARE BLVD.
SUITE 102
BOCA RATON
FL 33487
United States
Operating Hours
9:00 AM - 5:00 PM
Monday - Friday
Phone
561-241-0000

ReceiptFinancials

Total AUM
$19.9M
Accounts
67
Discretionary
$19.9M
Accounts
67
Non-Discretionary
$0
Accounts
0

ContactClients

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None reported

Briefcase businessServices

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

Shield checkCompliance

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

HandshakeAffiliates

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

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