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Building 2LPF ADVISORS, LLC

Map pinSARASOTA, FL
Phone(941) 907-0101
NotebookSEC #801-114862
Total AUM
$277.5M
Employees
5
Clients
735

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
2601 CATTLEMEN ROAD
SUITE 302
SARASOTA
FL 34232
United States
Operating Hours
9:00AM - 5:00PM
Monday - Friday
Phone
(941) 907-0101
Other Offices
3

ReceiptFinancials

Total AUM
$277.5M
Accounts
735
Discretionary
$276.4M
Accounts
731
Non-Discretionary
$1M
Accounts
4

ContactClients

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Individual Clients
692
AUM
$192.8M
HNW Individual Clients
43
AUM
$84.6M

Briefcase businessServices

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Services Offered
Advisor / Fund Manager SelectionFinancial PlanningIndividual Portfolio ManagementPension Consulting
Compensation Types
Charges Fixed FeeCharges Hourly FeeCharges Other FeeCharges Percentage AUM
Other Compensation
REFERRAL FEES/ERISA FEES

Shield checkCompliance

Disclosures

None reported

State Registrations
FLGAMANCNENHTNTX

HandshakeAffiliates

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

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