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Building 2MOTIV8 INVESTMENTS LLC

Map pinPORT ST LUCIE, FL
Phone772-247-4488
NotebookSEC #801-108653
Total AUM
$219.1M
Employees
21
Clients
726

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
542 NW UNIVERSITY BLVD
SUITE B101
PORT ST LUCIE
FL 34986
United States
Operating Hours
8:30 AM TO 4:30 PM
Monday - Friday
Phone
772-247-4488
Other Offices
10

ReceiptFinancials

Total AUM
$219.1M
Accounts
1,337
Discretionary
$219.1M
Accounts
1,337
Non-Discretionary
$0
Accounts
0

ContactClients

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Individual Clients
678
AUM
$145.6M
HNW Individual Clients
42
AUM
$72.3M
Pension/Profit Sharing Plan Clients
6
AUM
$1.2M

Briefcase businessServices

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Services Offered
Financial PlanningIndividual Portfolio Management
Compensation Types
Charges Fixed FeeCharges Hourly FeeCharges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
CAFLGAIDILKSLAMAMNMONENHNYOKSCTXUTWI

HandshakeAffiliates

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

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