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Building 2FWG INVESTMENT MANAGEMENT

Map pinWINTER PARK, FL
Phone407-999-8998
NotebookSEC #801-126553
Total AUM
$14.4M
Employees
2
Clients
1

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
1099 W MORSE BLVD
WINTER PARK
FL 32789
United States
Operating Hours
9:00AM - 5:00PM
Monday - Friday
Phone
407-999-8998

ReceiptFinancials

Total AUM
$14.4M
Accounts
1
Discretionary
$14.4M
Accounts
1
Non-Discretionary
$0
Accounts
0

ContactClients

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Pooled Vehicle Clients
1
AUM
$14.4M

Briefcase businessServices

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Services Offered
Pooled Vehicle Portfolio Management
Compensation Types
Charges Percentage AUMCharges Performance-Based

Shield checkCompliance

Disclosures

None reported

State Registrations
FL

HandshakeAffiliates

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

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