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Building 2INSTRUMENTAL WEALTH, LLC

Map pinTAMPA, FL
Phone813-578-7001
NotebookSEC #801-119577
Total AUM
$508M
Employees
12
Clients
573

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
1 N DALE MABRY HWY.
STE #1000
TAMPA
FL 33609
United States
Operating Hours
8 AM - 5 PM
Monday - Friday
Phone
813-578-7001
Other Offices
1

ReceiptFinancials

Total AUM
$508M
Accounts
2,128
Discretionary
$507.3M
Accounts
2,126
Non-Discretionary
$700.5K
Accounts
2

ContactClients

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Individual Clients
452
AUM
$141.4M
HNW Individual Clients
116
AUM
$350.3M
Pension/Profit Sharing Plan Clients
1
AUM
$471.5K
Charitable Organization Clients
1
AUM
$4.3M
Corporation or Business Clients
3
AUM
$11.5M

Briefcase businessServices

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

Shield checkCompliance

Disclosures

None reported

State Registrations
CACOFLMDNCNYPASCTNTX

HandshakeAffiliates

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

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