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Building 2CAIM LLC

Map pinLONGBOAT KEY, FL
Phone941-388-7249
NotebookSEC #801-110097
Total AUM
$318M
Employees
4
Clients
80

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
595 BAY ISLES ROAD
SUITE 210
LONGBOAT KEY
FL 34228
United States
Operating Hours
9:00 AM - 5:00 PM
Monday - Friday
Phone
941-388-7249

ReceiptFinancials

Total AUM
$318M
Accounts
754
Discretionary
$310.6M
Accounts
751
Non-Discretionary
$7.4M
Accounts
3

ContactClients

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HNW Individual Clients
73
AUM
$86.9M
Other Clients
7
AUM
$231M
Description of Other Clients
THIRD PARTY SUB ADVISORY

Briefcase businessServices

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Services Offered
Financial PlanningIndividual Portfolio ManagementOther Services
Other Services
SUBADVISOR
Compensation Types
Charges Other FeeCharges Percentage AUM
Other Compensation
SUBADVISOR FEES

Shield checkCompliance

Disclosures

None reported

State Registrations
CTFLNYTX

HandshakeAffiliates

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Affiliates
Reported 1 business affiliate.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.

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