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CIRCULAR
954-205-2149
SEC #801-122219Total AUM
$1.8M
Employees
1Clients
12Firm overview
Client Breakdown by AUM
AUM previous 5 years
Smooth / Detailed
Business
Principal Address
Operating Hours
9:00 AM - 6:00 PM
Monday - Friday
Monday - Friday
Phone
954-205-2149
Financials
Total AUM
$1.8M
Accounts
12Discretionary
$1.8M
Accounts
12Non-Discretionary
$0
Accounts
0
Clients
Individual Clients
12AUM
$1.8M
Services
Services Offered
Individual Portfolio Management
Compensation Types
Charges Percentage AUM
Compliance
Disclosures
None reported
State Registrations
FL
Affiliates
Affiliates
Reported 1 business affiliate.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.