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Building 2FINANCIAL MANAGEMENT, INC.

Map pinYAKIMA, WA
Phone509-965-5654
NotebookSEC #801-80360
Total AUM
$477.1M
Employees
14
Clients
2,177

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
115 N. 50TH AVE.
SUITE B
YAKIMA
WA 98908-2886
United States
Operating Hours
8AM TO 5PM
Monday - Friday
Phone
509-965-5654
Other Offices
4

ReceiptFinancials

Total AUM
$477.1M
Accounts
3,374
Discretionary
$476.3M
Accounts
3,371
Non-Discretionary
$713.6K
Accounts
3

ContactClients

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Individual Clients
2,135
AUM
$364.2M
HNW Individual Clients
42
AUM
$112.9M

Briefcase businessServices

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Services Offered
Financial PlanningIndividual Portfolio ManagementInstitutional Portfolio Management
Compensation Types
Charges Fixed FeeCharges Hourly FeeCharges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
AZCAIDMIMTORTXUTWA

HandshakeAffiliates

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

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