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Building 255 NORTH PRIVATE WEALTH

Map pinWINTER PARK, FL
Phone407-960-4769
NotebookSEC #801-132533
Total AUM
$581.3M
Employees
8
Clients
159

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
268 W NEW ENGLAND AVENUE
WINTER PARK
FL 32789
United States
Operating Hours
BY APPOINTMENT ONLY
Monday - Friday
Phone
407-960-4769

ReceiptFinancials

Total AUM
$581.3M
Accounts
697
Discretionary
$525.7M
Accounts
652
Non-Discretionary
$55.7M
Accounts
45

ContactClients

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Individual Clients
50
AUM
$23.5M
HNW Individual Clients
102
AUM
$517.2M
Pension/Profit Sharing Plan Clients
6
AUM
$32.8M
Charitable Organization Clients
1
AUM
$7.9M

Briefcase businessServices

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Services Offered
Advisor / Fund Manager SelectionFinancial PlanningIndividual Portfolio ManagementPension Consulting
Compensation Types
Charges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
FLNYTX

HandshakeAffiliates

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

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