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Building 2MTC WEALTH MANAGEMENT

Map pinTAMPA, FL
Phone888-727-9191
NotebookSEC #801-117300
Total AUM
$329M
Employees
16
Clients
2

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
14055 RIVEREDGE DR. SUITE 525
TAMPA
FL 33637
United States
Operating Hours
8:30 AM - 5:30 PM (EST)
Monday - Friday
Phone
888-727-9191
Other Offices
1

ReceiptFinancials

Total AUM
$329M
Accounts
2
Discretionary
$223.8M
Accounts
1
Non-Discretionary
$105.2M
Accounts
1

ContactClients

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Investment Advisor Clients
2
AUM
$329M

Briefcase businessServices

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Services Offered
Institutional Portfolio Management
Compensation Types
Charges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
AKALARAZCACOCTDCDEFLGAHIIAIDILINKSKYLAMAMDMEMIMNMOMSMTNCNDNENHNJNMNVNYOHOKORPAPRRISCSDTNTXUTVAVIVTWAWIWV

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

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