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Building 2LASHLEY WEALTH MANAGEMENT

Map pinSARASOTA, FL
Phone913 338-2400
NotebookSEC #801-128825
Total AUM
$61.8M
Employees
1
Clients
24

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
1990 MAIN STREET
SUITE 750
SARASOTA
FL 34236
United States
Operating Hours
9:00 AM - 4:00 PM
Monday - Friday
Phone
913 338-2400

ReceiptFinancials

Total AUM
$61.8M
Accounts
125
Discretionary
$61.8M
Accounts
125
Non-Discretionary
$0
Accounts
0

ContactClients

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HNW Individual Clients
24
AUM
$61.8M

Briefcase businessServices

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Services Offered
Individual Portfolio Management
Compensation Types
Charges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
FLKSMOTX

HandshakeAffiliates

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

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