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Building 2NETWORTH ASSET MANAGEMENT, INC

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Phone352 268 2080
NotebookSEC #801-129943
Total AUM
$102.8M
Employees
1
Clients
245

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address



Operating Hours
9:30 AM - 4:30 PM
MONDAY - THURSDAY
Phone
352 268 2080
Other Offices
4

ReceiptFinancials

Total AUM
$102.8M
Accounts
497
Discretionary
$102.8M
Accounts
497
Non-Discretionary
$0
Accounts
0

ContactClients

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Individual Clients
202
AUM
$46.2M
HNW Individual Clients
43
AUM
$56.6M

Briefcase businessServices

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Services Offered
Advisor / Fund Manager SelectionFinancial PlanningIndividual Portfolio ManagementPension ConsultingPublications
Compensation Types
Charges Percentage AUM

Shield checkCompliance

Disclosures
Other Regulator Order (Past 10 Years)Other Regulator Violation Finding
State Registrations
FLMNPATX

HandshakeAffiliates

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Affiliates
Reported 4 business affiliates.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.

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