46 And 2 Investment Advisors, LLC

Overview

46 And 2 Investment Advisors, LLC is an independent registered investment adviser operating as a limited liability company that focuses on financial planning and portfolio management for individuals and small businesses. The firm uses a hybrid fee model that combines a percentage-of-AUM charge with hourly fees. Investment activity centers on public pooled vehicles—primarily mutual funds—used as the core building blocks of client portfolios, with selective allocations to third-party real estate strategies for diversification. The adviser does not characterize itself as an ESG-focused manager and operates under a single-state registration profile. 46 And 2 structures relationships as discretionary and non-discretionary mandates depending on client needs, and it employs separate managed account wrappers where appropriate to customize holdings and tax treatment. Custody is consolidated at a major custodian to streamline trade execution and reporting.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices