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Building 2PERSONALIZED FINANCIAL SOLUTIONS LLC

Map pinCLEARWATER, FL
Phone727-754-4401
NotebookSEC #801-131695
Total AUM
$142.6M
Employees
4
Clients
144

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
28163 US HIGHWAY 19 NORTH
SUITE 205
CLEARWATER
FL 33761
United States
Operating Hours
BY APPOINTMENT
Monday - Friday
Phone
727-754-4401

ReceiptFinancials

Total AUM
$142.6M
Accounts
505
Discretionary
$130.6M
Accounts
415
Non-Discretionary
$12M
Accounts
90

ContactClients

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Individual Clients
102
AUM
$43.7M
HNW Individual Clients
42
AUM
$98.9M

Briefcase businessServices

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Services Offered
Financial PlanningIndividual Portfolio Management
Compensation Types
Charges Fixed FeeCharges Percentage AUM

Shield checkCompliance

Disclosures
SRO Discipline/Expulsion/SuspensionSRO False Statement FindingSRO Rule Violation
State Registrations
FL

HandshakeAffiliates

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

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