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Building 2SERVATUS CAPITAL

Map pinNAPLES, FL
Phone314-750-1167
NotebookSEC #801-132631
Total AUM
$110.1M
Employees
2
Clients
32

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
999 VANDERBILT BEACH ROAD
SUITE 707
NAPLES
FL 34108
United States
Operating Hours
BY APPOINTMENT
BY APPOINTMENT
Phone
314-750-1167
Other Offices
1

ReceiptFinancials

Total AUM
$110.1M
Accounts
100
Discretionary
$110.1M
Accounts
100
Non-Discretionary
$0
Accounts
0

ContactClients

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Individual Clients
12
AUM
$4.3M
HNW Individual Clients
17
AUM
$83.3M
Pension/Profit Sharing Plan Clients
1
AUM
$947.1K
Investment Advisor Clients
1
AUM
$20.8M
Corporation or Business Clients
1
AUM
$747.8K

Briefcase businessServices

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

Shield checkCompliance

Disclosures

None reported

State Registrations
FLMONE

HandshakeAffiliates

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

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