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Building 2GFG SOLUTIONS

Map pinORLANDO, FL
Phone(407) 627-0091
NotebookSEC #801-129145
Total AUM
$151.1M
Employees
6
Clients
226

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
122 W PINE STREET
SUITE 300
ORLANDO
FL 32801
United States
Operating Hours
9-5
Monday - Friday
Phone
(407) 627-0091

ReceiptFinancials

Total AUM
$151.1M
Accounts
429
Discretionary
$151.1M
Accounts
429
Non-Discretionary
$0
Accounts
0

ContactClients

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Individual Clients
183
AUM
$41.6M
HNW Individual Clients
26
AUM
$92.8M
Corporation or Business Clients
17
AUM
$16.8M

Briefcase businessServices

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Services Offered
Financial PlanningIndividual Portfolio ManagementOther Services
Other Services
HOURLY CONSULTING
Compensation Types
Charges Hourly FeeCharges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
CADEFLMIPATNTX

HandshakeAffiliates

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

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