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Building 2SFG WEALTH ADVISORS, LLC

Map pinTAMPA, FL
Phone(813) 251-9095
NotebookSEC #801-121619
Total AUM
$187.7M
Employees
6
Clients
252

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
705 WEST AZEELE STREET
TAMPA
FL 33606
United States
Operating Hours
8:30AM - 5:00PM
Monday - Friday
Phone
(813) 251-9095

ReceiptFinancials

Total AUM
$187.7M
Accounts
779
Discretionary
$174.1M
Accounts
739
Non-Discretionary
$13.5M
Accounts
40

ContactClients

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Individual Clients
190
AUM
$57.9M
HNW Individual Clients
55
AUM
$126M
Pension/Profit Sharing Plan Clients
1
AUM
$724.2K
Charitable Organization Clients
5
AUM
$1.5M
Corporation or Business Clients
1
AUM
$1.6M

Briefcase businessServices

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Services Offered
Advisor / Fund Manager SelectionFinancial PlanningIndividual Portfolio Management
Compensation Types
Charges Fixed FeeCharges Hourly FeeCharges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
FLGANCTX

HandshakeAffiliates

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

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