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Building 2PARADY WEALTH MANAGEMENT

Map pinTHE VILLAGES, FL
Phone352-674-3911
NotebookSEC #801-123022
Total AUM
$145.7M
Employees
19
Clients
1,284

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
3602 KIESSEL ROAD
THE VILLAGES
FL 32163-2910
United States
Operating Hours
8:30 AM - 5:30 PM
Monday - Friday
Phone
352-674-3911
Other Offices
3

ReceiptFinancials

Total AUM
$145.7M
Accounts
2,877
Discretionary
$145.7M
Accounts
2,877
Non-Discretionary
$0
Accounts
0

ContactClients

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Individual Clients
1,249
AUM
$126.3M
HNW Individual Clients
12
AUM
$16.9M
Pension/Profit Sharing Plan Clients
21
AUM
$658.8K
Charitable Organization Clients
1
AUM
$1.7M
Corporation or Business Clients
1
AUM
$147.8K

Briefcase businessServices

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Services Offered
Advisor / Fund Manager SelectionIndividual Portfolio Management
Compensation Types
Charges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
COFLIAILINLAMDMIMNNCNENHNYPASCTNTXVA

HandshakeAffiliates

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

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