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Building 2BUCKEYE-PACIFIC

Map pinNAPLES, FL
Phone312-858-1670
NotebookSEC #801-120100
Total AUM
$225.4M
Employees
3
Clients
4

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
4850 TAMIAMI TRAIL NORTH
SUITE 303
NAPLES
FL 34103
United States
Operating Hours
9AM - 5PM
Monday - Friday
Phone
312-858-1670
Other Offices
2

ReceiptFinancials

Total AUM
$225.4M
Accounts
4
Discretionary
$225.4M
Accounts
4
Non-Discretionary
$0
Accounts
0

ContactClients

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HNW Individual Clients
1
AUM
$5.7M
Pooled Vehicle Clients
3
AUM
$219.8M

Briefcase businessServices

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Services Offered
Individual Portfolio ManagementPooled Vehicle Portfolio Management
Compensation Types
Charges Percentage AUMCharges Performance-Based

Shield checkCompliance

Disclosures

None reported

State Registrations
ILNY

HandshakeAffiliates

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Affiliates
Reported 8 business affiliates.
Claimed Affiliates
Reported as an affiliate by 4 other businesses.

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