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Building 2STRIVE RETIREMENT GROUP

Map pinDAYTONA BEACH, FL
Phone407-357-0123
NotebookSEC #801-131841
Total AUM
$6.1M
Employees
3
Clients
14

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
132 W INTERNATIONAL SPEEDWAY
SUITE 65
DAYTONA BEACH
FL 32114
United States
Operating Hours
9:00 AM - 5:00 PM
Monday - Friday
Phone
407-357-0123
Other Offices
1

ReceiptFinancials

Total AUM
$6.1M
Accounts
21
Discretionary
$0
Accounts
0
Non-Discretionary
$6.1M
Accounts
21

ContactClients

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Individual Clients
12
AUM
$1.1M
HNW Individual Clients
2
AUM
$5M

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
FLGALANCNYTXVA

HandshakeAffiliates

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

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