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Building 2STORMS & ROWDON FINANCIAL SERVICES, INC.

Map pinORMOND BEACH, FL
Phone(386) 677-0191
NotebookSEC #801-132156
Total AUM
$141.2M
Employees
4
Clients
230

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
1230 U.S. HIGHWAY 1, STE 5
ORMOND BEACH
FL 32174
United States
Operating Hours
9:00 AM - 5:00 PM
Monday - Friday
Phone
(386) 677-0191

ReceiptFinancials

Total AUM
$141.2M
Accounts
411
Discretionary
$141.2M
Accounts
411
Non-Discretionary
$0
Accounts
0

ContactClients

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Individual Clients
198
AUM
$51M
HNW Individual Clients
24
AUM
$83.8M
Pension/Profit Sharing Plan Clients
1
AUM
$767.9K
Charitable Organization Clients
1
AUM
$5.3M
Corporation or Business Clients
6
AUM
$252.4K

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
FLGANCNHTX

HandshakeAffiliates

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

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