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Building 2FORZA WEALTH MANAGEMENT

Map pinSARASOTA, FL
Phone941-203-3748
NotebookSEC #801-119396
Total AUM
$422.4M
Employees
4
Clients
132

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
5605 MARQUESAS CIRCLE
SARASOTA
FL 34233
United States
Operating Hours
BY APPOINTMENT ONLY
BY APPOINTMENT ONLY
Phone
941-203-3748

ReceiptFinancials

Total AUM
$422.4M
Accounts
356
Discretionary
$422.4M
Accounts
356
Non-Discretionary
$0
Accounts
0

ContactClients

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Individual Clients
52
AUM
$31.2M
HNW Individual Clients
77
AUM
$376.3M
Pension/Profit Sharing Plan Clients
1
AUM
$1M
Charitable Organization Clients
1
AUM
$6.6M
Corporation or Business Clients
1
AUM
$7.3M

Briefcase businessServices

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Services Offered
Financial PlanningIndividual Portfolio Management
Compensation Types
Charges Hourly FeeCharges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
FLTX

HandshakeAffiliates

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

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