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Building 2TRUADVISORS

Map pinTAMPA, FL
Phone(813) 212-4000
NotebookSEC #801-132751
Total AUM
$132.7M
Employees
4
Clients
172

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
3030 N ROCKY POINT DRIVE W
SUITE 280
TAMPA
FL 33607
United States
Operating Hours
9AM-5PM
Monday - Friday
Phone
(813) 212-4000
Other Offices
2

ReceiptFinancials

Total AUM
$132.7M
Accounts
346
Discretionary
$129.3M
Accounts
345
Non-Discretionary
$3.5M
Accounts
1

ContactClients

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Individual Clients
140
AUM
$31.6M
HNW Individual Clients
32
AUM
$101.1M

Briefcase businessServices

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Services Offered
Individual Portfolio Management
Compensation Types
Charges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
COFLGALATX

HandshakeAffiliates

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

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