Directory of Professional Retirement Planners
National Coverage
Local Professionals
Home > Retirement Planners > texas > houston > AB2 CAPITAL PARTNERS LLC
AB2 CAPITAL PARTNERS LLC
1201 S Ocean Drive
Apt 1101n
Hollywood, Florida 33019
Tel: (954) 802-8328
About AB2 CAPITAL PARTNERS LLC
AB2 CAPITAL PARTNERS LLC, formally registered with the SEC as AB2 CAPITAL PARTNERS LLC. The firm was established in 02/25/2022. They have over 1 offices throughout the country.
AB2 CAPITAL PARTNERS LLC is a Hollywood, Florida based Financial Planning firm with nearly $1,020,000,000 assets under management, offering retirement planning & investment advisory services to 33 clients. The firm is staffed with 1 experienced financial planners.
Firm Information
| SEC Current Status | Approved |
|---|---|
| Firm CRD# | 318038 |
| SEC# | 801-123317 |
| Assets Managed by Firm | $1,020,000,000 |
| No. of Clients | 33 |
| No. of Advisors | 1 |
Fee Structure
- Fixed fees
- Other (DISCRETIONARY BONUS)
Advisory Services Provided
- Portfolio management for individuals and/or small businesses
- Selection for other advisors
Firm Client Information
| No. of Clients | AUM | |
|---|---|---|
| Firm Total | 33 | $1,020,000,000 |
| High net worth individuals | Fewer than 5 clients | $1,020,000,000 |
More Retirement Planning firms in Hollywood, Florida:
| Firm Name | Assets Under Management | Total Clients | Total Advisors |
|---|---|---|---|
| $749,622,475,396 | 1153 | 1166 | |
| $298,729,428,900 | 360116 | 4065 | |
| $151,257,095,924 | 2923 | 481 | |
| $141,927,200,000 | 158 | 1036 | |
| $118,041,119,970 | 827 | 319 |
Explore More Retirement Advisors in Hollywood, Florida