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Building 2OPINICUS

Map pinTAMPA, FL
Phone(813) 443-4767
NotebookSEC #801-121369
Total AUM
$297.1M
Employees
7
Clients
257

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
3014 WEST PALMIRA AVE
STE. 201
TAMPA
FL 33629
United States
Operating Hours
8:30 AM-5:00 PM
Monday - Friday
Phone
(813) 443-4767

ReceiptFinancials

Total AUM
$297.1M
Accounts
1,330
Discretionary
$291.5M
Accounts
1,324
Non-Discretionary
$5.5M
Accounts
6

ContactClients

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Individual Clients
127
AUM
$27.7M
HNW Individual Clients
80
AUM
$206.7M
Pension/Profit Sharing Plan Clients
38
AUM
$52.8M
Corporation or Business Clients
12
AUM
$9.9M

Briefcase businessServices

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Services Offered
Advisor / Fund Manager SelectionFinancial PlanningIndividual Portfolio ManagementOther Services
Other Services
RETIREMENT PLANNING SERVICES
Compensation Types
Charges Fixed FeeCharges Hourly FeeCharges Other FeeCharges Percentage AUM
Other Compensation
SELECTION OF OTHER ADVISERS FEES; SOLICITOR FEES

Shield checkCompliance

Disclosures

None reported

State Registrations
FLLATNTX

HandshakeAffiliates

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Affiliates
Reported 3 business affiliates.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.

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