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Building 2PKS INVESTMENT ADVISORS LLC

Map pinSALISBURY, MD
Phone410-546-5600
NotebookSEC #801-96235
Total AUM
$367.2M
Employees
9
Clients
500

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
1801 SWEETBAY DRIVE
SALISBURY
MD 21804
United States
Operating Hours
8:00 A.M.-5:00 P.M.
Monday - Friday
Phone
410-546-5600
Other Offices
2

ReceiptFinancials

Total AUM
$367.2M
Accounts
986
Discretionary
$260.8M
Accounts
933
Non-Discretionary
$106.4M
Accounts
53

ContactClients

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Individual Clients
384
AUM
$75.1M
HNW Individual Clients
73
AUM
$204.7M
Pension/Profit Sharing Plan Clients
34
AUM
$80.4M
Corporation or Business Clients
9
AUM
$7M

Briefcase businessServices

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Services Offered
Advisor / Fund Manager SelectionEducationFinancial PlanningIndividual Portfolio ManagementInstitutional Portfolio ManagementOther ServicesPension Consulting
Other Services
FINANCIAL CONSULTING
Compensation Types
Charges Fixed FeeCharges Hourly FeeCharges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
DEFLMDNCNHPATXVA

HandshakeAffiliates

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

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