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Building 2FELLOWSHIP FINANCIAL GROUP

Map pinMAITLAND, FL
Phone407-949-5888
NotebookSEC #801-129083
Total AUM
$175.9M
Employees
7
Clients
492

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
630 N WYMORE ROAD
#304
MAITLAND
FL 32751
United States
Operating Hours
9-5
Monday - Friday
Phone
407-949-5888

ReceiptFinancials

Total AUM
$175.9M
Accounts
1,025
Discretionary
$175.5M
Accounts
1,017
Non-Discretionary
$360.5K
Accounts
8

ContactClients

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Individual Clients
456
AUM
$115.3M
HNW Individual Clients
33
AUM
$52M
Corporation or Business Clients
3
AUM
$8.6M

Briefcase businessServices

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Services Offered
Advisor / Fund Manager SelectionFinancial PlanningIndividual Portfolio ManagementInstitutional Portfolio Management
Compensation Types
Charges Hourly FeeCharges Other FeeCharges Percentage AUM
Other Compensation
THIRD PARTY ADVISOR FEES

Shield checkCompliance

Disclosures

None reported

State Registrations
FLNCTX

HandshakeAffiliates

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

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