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Building 2INDIVISIBLE PARTNERS

Map pinCLEARWATER, FL
Phone732-306-5490
NotebookSEC #801-131364
Total AUM
$2.1B
Employees
24
Clients
676

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
114 TURNER STREET
CLEARWATER
FL 33756
United States
Operating Hours
8:00 AM -5:00 PM
Monday - Friday
Phone
732-306-5490
Other Offices
5

ReceiptFinancials

Total AUM
$2.1B
Accounts
2,672
Discretionary
$2.1B
Accounts
2,659
Non-Discretionary
$5.5M
Accounts
13

ContactClients

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Individual Clients
214
AUM
$85.8M
HNW Individual Clients
320
AUM
$1.5B
Pension/Profit Sharing Plan Clients
14
AUM
$13.2M
Charitable Organization Clients
16
AUM
$2.9M
Corporation or Business Clients
112
AUM
$459.2M

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
ALCACOCTFLGAILLAMAMDMONCNHNJNYPASCTXVA

HandshakeAffiliates

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

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