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Building 2DUBIN CLARK

Map pinJACKSONVILLE BEACH, FL
Phone904-799-1984
NotebookSEC #801-107768
Total AUM
$425.2M
Employees
17
Clients
24

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
1030 2ND ST. SOUTH
JACKSONVILLE BEACH
FL 32250
United States
Operating Hours
9:00 AM - 5:00 PM
Monday - Friday
Phone
904-799-1984
Other Offices
3

ReceiptFinancials

Total AUM
$425.2M
Accounts
24
Discretionary
$425.2M
Accounts
24
Non-Discretionary
$0
Accounts
0

ContactClients

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Pooled Vehicle Clients
24
AUM
$425.2M

Briefcase businessServices

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Services Offered
Pooled Vehicle Portfolio Management
Compensation Types
Charges Percentage AUMCharges Performance-Based

Shield checkCompliance

Disclosures

None reported

State Registrations
FLMNNJ

HandshakeAffiliates

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Affiliates
Reported 20 business affiliates.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.

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