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Building 2PERSONALIZED FINANCIAL SOLUTIONS LLC

Map pinCLEARWATER, FL
Phone727-754-4401
NotebookSEC #801-119943
Total AUM
$57.6M
Employees
4
Clients
95

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
28163 US HIGHWAY 19 NORTH
SUITE 205
CLEARWATER
FL 33761
United States
Operating Hours
BY APPOINTMENT
Monday - Friday
Phone
727-754-4401

ReceiptFinancials

Total AUM
$57.6M
Accounts
246
Discretionary
$57.6M
Accounts
246
Non-Discretionary
$0
Accounts
0

ContactClients

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Individual Clients
71
AUM
$23.7M
HNW Individual Clients
24
AUM
$33.9M

Briefcase businessServices

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Services Offered
Financial PlanningIndividual Portfolio Management
Compensation Types
Charges Percentage AUM

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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