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Building 2WAYPOINTS FINANCIAL

Map pinSEBRING, FL
Phone863-402-5650
NotebookSEC #801-130707
Total AUM
$157.7M
Employees
3
Clients
430

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
149 EAST CENTER AVENUE
SEBRING
FL 33870
United States
Operating Hours
8:30 AM TO 4:00 PM
Monday - Friday
Phone
863-402-5650

ReceiptFinancials

Total AUM
$157.7M
Accounts
648
Discretionary
$157.7M
Accounts
648
Non-Discretionary
$0
Accounts
0

ContactClients

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Individual Clients
396
AUM
$56.7M
HNW Individual Clients
32
AUM
$98.6M
Charitable Organization Clients
2
AUM
$2.4M

Briefcase businessServices

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Services Offered
Financial PlanningIndividual Portfolio ManagementPension Consulting
Compensation Types
Charges Fixed FeeCharges Hourly FeeCharges Percentage AUM

Shield checkCompliance

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

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

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