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Building 2FINIAT, LLC

Map pinMOUNT DORA, FL
Phone352-729-2739
NotebookSEC #801-129206
Total AUM
$25.6M
Employees
7
Clients
1

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
808 NORTH DONNELLY ST.
MOUNT DORA
FL 32757
United States
Operating Hours
9AM - 5 PM ET
Monday - Friday
Phone
352-729-2739
Other Offices
1

ReceiptFinancials

Total AUM
$25.6M
Accounts
1
Discretionary
$0
Accounts
0
Non-Discretionary
$25.6M
Accounts
1

ContactClients

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Investment Advisor Clients
1
AUM
$25.6M

Briefcase businessServices

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Services Offered
Institutional Portfolio Management
Compensation Types
Charges Other FeeCharges Percentage AUMCharges Performance-Based
Other Compensation
PLATFORM FEES, TECHNOLOGY SERVICES FEES, ADVISOR REFERRAL FEES

Shield checkCompliance

Disclosures

None reported

State Registrations
FL

HandshakeAffiliates

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

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