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Building 2GROWTH INTERFACE

Map pinORLANDO, FL
Phone4077108670
NotebookSEC #801-116867
Total AUM
$107.2M
Employees
2
Clients
1

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
37 N ORANGE AVE STE 320
ORLANDO
FL 32801
United States
Operating Hours
9:00AM-5:00PM
Monday - Friday
Phone
4077108670

ReceiptFinancials

Total AUM
$107.2M
Accounts
1
Discretionary
$107.2M
Accounts
1
Non-Discretionary
$0
Accounts
0

ContactClients

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Pooled Vehicle Clients
1
AUM
$107.2M

Briefcase businessServices

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Services Offered
Pooled Vehicle Portfolio Management
Compensation Types
Charges Fixed FeeCharges Other FeeCharges Percentage AUM
Other Compensation
DISCRETIONARY BONUS

Shield checkCompliance

Disclosures

None reported

State Registrations
FL

HandshakeAffiliates

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

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