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Building 2PFG PRIVATE WEALTH MANAGEMENT, LLC

Map pinLUTZ, FL
Phone813-286-7776
NotebookSEC #801-113163
Total AUM
$289M
Employees
7
Clients
478

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
18572 N. DALE MABRY HWY
LUTZ
FL 33548
United States
Operating Hours
8:30AM TO 5:00PM
Monday - Friday
Phone
813-286-7776

ReceiptFinancials

Total AUM
$289M
Accounts
1,202
Discretionary
$288.3M
Accounts
1,199
Non-Discretionary
$744K
Accounts
3

ContactClients

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Individual Clients
407
AUM
$114.5M
HNW Individual Clients
67
AUM
$165.6M
Pension/Profit Sharing Plan Clients
3
AUM
$8.6M
Charitable Organization Clients
1
AUM
$233.2K

Briefcase businessServices

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Services Offered
EducationFinancial PlanningIndividual Portfolio ManagementPension Consulting
Compensation Types
Charges Fixed FeeCharges Hourly FeeCharges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
FLGALANCNYTXVA

HandshakeAffiliates

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

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