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Building 2PLAN TO PROSPER WEALTH MANAGEMENT

Map pinORMOND BEACH, FL
Phone386-271-2127
NotebookSEC #801-131973
Total AUM
$234.3M
Employees
4
Clients
418

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
595 W. GRANADA BOULEVARD
SUITE K
ORMOND BEACH
FL 32174
United States
Operating Hours
9AM TO 5PM
Monday - Friday
Phone
386-271-2127

ReceiptFinancials

Total AUM
$234.3M
Accounts
651
Discretionary
$201.2M
Accounts
623
Non-Discretionary
$33.1M
Accounts
28

ContactClients

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Individual Clients
339
AUM
$76.2M
HNW Individual Clients
51
AUM
$125M
Pension/Profit Sharing Plan Clients
28
AUM
$33.1M

Briefcase businessServices

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Services Offered
Individual Portfolio ManagementPension Consulting
Compensation Types
Charges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
FL

HandshakeAffiliates

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

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