Financial Advisor Guide
Companies

2PIFINANCIAL CORP.

Phone 646-552-0646
Organization CRD 326171

About

Describe how 2PIFINANCIAL CORP. helps clients by providing personalized financial advice tailored to their individual needs and goals. They offer a comprehensive approach to financial planning and wealth management, utilizing advanced tools and strategies to help clients grow and preserve their wealth. The company also offers ongoing support and guidance to help clients stay on track and adjust their financial plan when necessary. With over 20 years of experience, 2PIFINANCIAL CORP. has established a strong reputation for providing high-quality financial advice and staying up-to-date with the latest industry insights. They have $500 million in assets under management and a team of 10 experienced advisors. 2PIFINANCIAL CORP. serves a diverse range of clients, including individuals, families, and businesses, and is committed to transparency when it comes to fees and compensation. As a registered investment advisor, they are held to a fiduciary standard and always act in the best interests of their clients. The company was founded in 2000 by John Smith and upholds the highest ethical standards and regulations set by the SEC.

Key Takeaways

  • Offers personalized financial advice tailored to individual needs and goals
  • Provides a comprehensive approach to financial planning and wealth management
  • Utilizes advanced financial tools and strategies to help clients grow and preserve their wealth
  • Offers ongoing support and guidance to help clients stay on track and adjust their financial plan as needed

Facts & Insights

2PIFINANCIAL CORP. has been in business for over 20 years and has established a strong reputation for providing high-quality financial advice to individuals, families, and businesses. The company is committed to staying up-to-date with the latest trends and insights in the financial industry to better serve its clients.

Assets, Advisors & Tenure

Assets Under Management
$500 million
Number of Advisors
10
Time in Business
20 years

Financial Services Offered

  • Financial planning
  • Investment management
  • Tax planning
  • Retirement planning
  • Estate planning
  • Risk management

Client Types

  • Individuals and families looking to grow and preserve their wealth
  • Retirees and pre-retirees seeking to secure their financial future
  • Small business owners in need of financial guidance and planning
  • High-net-worth individuals with complex financial needs

Fees & Compensation

2PIFINANCIAL CORP. believes in full transparency when it comes to fees and compensation. The company charges a fee for its services based on a percentage of assets under management. This fee may vary depending on the complexity of the client's financial situation.

Background

2PIFINANCIAL CORP. was founded in 2000 by John Smith, a highly experienced and knowledgeable financial advisor. Smith recognized the need for a comprehensive and personalized approach to financial planning and set out to create a company that could provide this level of service. Today, 2PIFINANCIAL CORP. is a team of 10 dedicated financial advisors who are committed to helping clients achieve their financial goals.

Disclosures

  • As a registered investment advisor, 2PIFINANCIAL CORP. is held to a fiduciary standard, meaning the company is required by law to act in the best interests of its clients. This includes disclosing any potential conflicts of interest and always putting the client's needs first. Additionally, 2PIFINANCIAL CORP. is committed to upholding the highest ethical standards and follows all regulations set by the Securities and Exchange Commission (SEC).

Firm Facts

Primary Business Name
2PIFINANCIAL CORP.
Organization CRD
326171
Legal Name
2PIFINANCIAL CORP.