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Building 2ADVISIFI LLC

Map pinST PETERSBURG, FL
Phone888 983-2897
NotebookSEC #801-130953
Total AUM
$1.8M
Employees
6
Clients
134

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
136 4TH STREET NORTH
SUITE 201
ST PETERSBURG
FL 33701
United States
Operating Hours
BY APPOINTMENT ONLY
Monday - Friday
Phone
888 983-2897
Other Offices
3

ReceiptFinancials

Total AUM
$1.8M
Accounts
134
Discretionary
$1.8M
Accounts
134
Non-Discretionary
$0
Accounts
0

ContactClients

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Individual Clients
133
AUM
$752.4K
Corporation or Business Clients
1
AUM
$1.1M

Briefcase businessServices

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Services Offered
Individual Portfolio Management
Compensation Types
Charges Other FeeCharges Percentage AUM
Other Compensation
INDIRECT COMPENSATION THROUGH PARENT COMPANY

Shield checkCompliance

Disclosures

None reported

State Registrations
AKALARAZCACOCTDCDEFLGAHIIAIDILINKSKYLAMAMDMEMIMNMOMSMTNCNDNENHNJNMNVNYOHOKORPAPRRISCSDTNTXUTVAVIVTWAWIWV

HandshakeAffiliates

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Affiliates
Reported 2 business affiliates.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.

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