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Building 2VECTORWEALTH

Map pinTAMPA, FL
Phone833-625-7421
NotebookSEC #801-120588
Total AUM
$5M
Employees
4
Clients
17

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
707 N. FRANKLIN ST., UNIT 3
TAMPA
FL 33602
United States
Operating Hours
8:30AM-5:00PM
Monday - Friday
Phone
833-625-7421

ReceiptFinancials

Total AUM
$5M
Accounts
27
Discretionary
$5M
Accounts
27
Non-Discretionary
$0
Accounts
0

ContactClients

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Individual Clients
3
AUM
$750K
HNW Individual Clients
13
AUM
$3.2M
Pension/Profit Sharing Plan Clients
1
AUM
$1M

Briefcase businessServices

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Services Offered
Individual Portfolio Management
Compensation Types
Charges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
FL

HandshakeAffiliates

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Affiliates
Reported 3 business affiliates.
Claimed Affiliates
Reported as an affiliate by 1 other business.

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