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Building 2COVINGTONALSINA

Map pinJACKSONVILLE, FL
Phone(904) 449-7326
NotebookSEC #801-128186
Total AUM
$282.9M
Employees
5
Clients
1,241

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
2114 OAK STREET
JACKSONVILLE
FL 32204
United States
Operating Hours
8:00 AM - 5:00 PM
Monday - Friday
Phone
(904) 449-7326
Other Offices
1

ReceiptFinancials

Total AUM
$282.9M
Accounts
1,241
Discretionary
$282.9M
Accounts
1,241
Non-Discretionary
$0
Accounts
0

ContactClients

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Individual Clients
1,146
AUM
$104.2M
HNW Individual Clients
90
AUM
$176.9M
Pension/Profit Sharing Plan Clients
1
AUM
$146.8K
Charitable Organization Clients
3
AUM
$1M
Corporation or Business Clients
1
AUM
$634.3K

Briefcase businessServices

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Services Offered
Advisor / Fund Manager SelectionEducationFinancial PlanningIndividual Portfolio ManagementPension Consulting
Compensation Types
Charges Fixed FeeCharges Hourly FeeCharges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
CACODCFLLAMDNCNYPASCTNTXVA

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Affiliates
Reported 1 business affiliate.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.

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