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Building 2SMITH BRUER

Map pinTALLAHASSEE, FL
Phone850-877-0803
NotebookSEC #801-116727
Total AUM
$238.5M
Employees
6
Clients
270

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
1700 SUMMIT LAKE DRIVE
SUITE 102
TALLAHASSEE
FL 32317
United States
Operating Hours
9AM-4PM
Monday - Friday
Phone
850-877-0803
Other Offices
2

ReceiptFinancials

Total AUM
$238.5M
Accounts
458
Discretionary
$173.1M
Accounts
438
Non-Discretionary
$65.4M
Accounts
20

ContactClients

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Individual Clients
189
AUM
$53.6M
HNW Individual Clients
61
AUM
$119.5M
Pension/Profit Sharing Plan Clients
20
AUM
$65.4M

Briefcase businessServices

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Services Offered
Individual Portfolio ManagementOther ServicesPension Consulting
Other Services
FINANCIAL CONSULTING
Compensation Types
Charges Percentage AUM

Shield checkCompliance

Disclosures
Other Regulator Denial/Suspension/RevocationOther Regulator Violation Finding
State Registrations
COFLGATX

HandshakeAffiliates

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

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