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Building 2WEALTH CMT

Map pinCHERRY HILL, NJ
Phone856-795-7911
NotebookSEC #801-80698
Total AUM
$264.1M
Employees
6
Clients
227

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
200 LAKE DRIVE EAST
SUITE 204
CHERRY HILL
NJ 08002
United States
Operating Hours
9:00AM-5:00PM
Monday - Friday
Phone
856-795-7911

ReceiptFinancials

Total AUM
$264.1M
Accounts
1,280
Discretionary
$264.1M
Accounts
1,280
Non-Discretionary
$0
Accounts
0

ContactClients

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Individual Clients
139
AUM
$37.5M
HNW Individual Clients
86
AUM
$223.6M
Pension/Profit Sharing Plan Clients
1
AUM
$316.8K
Charitable Organization Clients
1
AUM
$2.7M

Briefcase businessServices

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Services Offered
Advisor / Fund Manager SelectionFinancial PlanningIndividual Portfolio ManagementInstitutional Portfolio Management
Compensation Types
Charges Fixed FeeCharges Hourly FeeCharges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
CACONENJNYPATX

HandshakeAffiliates

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

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