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Building 2PRINCE ASSET MANAGEMENT, INC.

Map pinSARASOTA, FL
Phone941-363-9090
NotebookSEC #801-130425
Total AUM
$137.7M
Employees
3
Clients
138

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
2033 MAIN STREET
SUITE 303
SARASOTA
FL 34237
United States
Operating Hours
9-5
Monday - Friday
Phone
941-363-9090

ReceiptFinancials

Total AUM
$137.7M
Accounts
271
Discretionary
$137.7M
Accounts
271
Non-Discretionary
$0
Accounts
0

ContactClients

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Individual Clients
99
AUM
$38.2M
HNW Individual Clients
35
AUM
$96.1M
Pension/Profit Sharing Plan Clients
2
AUM
$138K
Corporation or Business Clients
2
AUM
$3.2M

Briefcase businessServices

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Services Offered
Individual Portfolio Management
Compensation Types
Charges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
FL

HandshakeAffiliates

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

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