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Building 2IQVESTMENT, LLC

Map pin
Phone877-486-4702
NotebookSEC #801-79638
Total AUM
$22.3M
Employees
5
Clients
237

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address



Operating Hours
9AM-4PM
Monday - Friday
Phone
877-486-4702
Other Offices
2

ReceiptFinancials

Total AUM
$22.3M
Accounts
237
Discretionary
$22.3M
Accounts
237
Non-Discretionary
$0
Accounts
0

ContactClients

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Individual Clients
235
AUM
$1M
Banking Clients
1
AUM
$366.6K
Investment Advisor Clients
1
AUM
$20.9M

Briefcase businessServices

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Services Offered
Individual Portfolio Management
Compensation Types
Charges Fixed FeeCharges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
CALAMANCNENHNYORTXWA

HandshakeAffiliates

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Affiliates
Reported 3 business affiliates.
Claimed Affiliates
Reported as an affiliate by 1 other business.

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