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Building 2TOAMS FINANCIAL

Map pinJACKSONVILLE, FL
Phone(904) 733-5321
NotebookSEC #801-120648
Total AUM
$108.8M
Employees
2
Clients
620

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
1901 UNIVERSITY BLVD W
JACKSONVILLE
FL 32217
United States
Operating Hours
9:00AM - 5:00PM
Monday - Friday
Phone
(904) 733-5321

ReceiptFinancials

Total AUM
$108.8M
Accounts
1,020
Discretionary
$108.8M
Accounts
1,020
Non-Discretionary
$0
Accounts
0

ContactClients

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Individual Clients
588
AUM
$83.2M
HNW Individual Clients
32
AUM
$25.7M

Briefcase businessServices

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

Shield checkCompliance

Disclosures

None reported

State Registrations
COFLGANCNYTNTXVA

HandshakeAffiliates

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Affiliates
Reported 2 business affiliates.
Claimed Affiliates
Reported as an affiliate by 1 other business.

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