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Building 2SANDY MORRIS FINANCIAL & ESTATE PLANNING SERVICES, LLC

Map pinTAMPA, FL
Phone813-443-0879
NotebookSEC #801-117852
Total AUM
$183.1M
Employees
8
Clients
767

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
10015 GALLANT LANE
TAMPA
FL 33625
United States
Operating Hours
9:00 AM - 5:00 PM
Monday - Friday
Phone
813-443-0879

ReceiptFinancials

Total AUM
$183.1M
Accounts
1,024
Discretionary
$183.1M
Accounts
1,024
Non-Discretionary
$0
Accounts
0

ContactClients

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Individual Clients
722
AUM
$113.7M
HNW Individual Clients
45
AUM
$69.5M

Briefcase businessServices

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Services Offered
EducationIndividual Portfolio ManagementPublications
Compensation Types
Charges Fixed FeeCharges Hourly FeeCharges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
FL

HandshakeAffiliates

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Affiliates
Reported 2 business affiliates.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.

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