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Building 2PARABLE WEALTH ADVISORS

Map pinST AUGUSTINE, FL
Phone(904) 420-0008
NotebookSEC #801-132360
Total AUM
$176.3M
Employees
5
Clients
95

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
460 A1A BEACH BLVD.
ST AUGUSTINE
FL 32080
United States
Operating Hours
9:00 AM - 5:00 PM
Monday - Friday
Phone
(904) 420-0008
Other Offices
1

ReceiptFinancials

Total AUM
$176.3M
Accounts
271
Discretionary
$176.3M
Accounts
271
Non-Discretionary
$0
Accounts
0

ContactClients

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Individual Clients
43
AUM
$14M
HNW Individual Clients
45
AUM
$143M
Charitable Organization Clients
1
AUM
$2.9M
Corporation or Business Clients
6
AUM
$16.5M

Briefcase businessServices

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Services Offered
Financial PlanningIndividual Portfolio ManagementPension Consulting
Compensation Types
Charges Fixed FeeCharges 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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