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Building 2QTR FAMILY WEALTH, LLC

Map pinLAKE MARY, FL
Phone407-745-0715
NotebookSEC #801-130687
Total AUM
$749.3M
Employees
7
Clients
205

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
605 CRESCENT EXECUTIVE COURT
SUITE 104
LAKE MARY
FL 32746
United States
Operating Hours
8 AM - 5 PM
Monday - Friday
Phone
407-745-0715

ReceiptFinancials

Total AUM
$749.3M
Accounts
801
Discretionary
$749.3M
Accounts
801
Non-Discretionary
$0
Accounts
0

ContactClients

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Individual Clients
53
AUM
$20.7M
HNW Individual Clients
144
AUM
$722.8M
Corporation or Business Clients
8
AUM
$5.9M

Briefcase businessServices

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Services Offered
Advisor / Fund Manager SelectionFinancial PlanningIndividual Portfolio ManagementPension Consulting
Compensation Types
Charges Fixed FeeCharges Hourly FeeCharges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
FLNENYTX

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

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