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Building 2REI WEALTH MANAGEMENT

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Phone813-335-1757
NotebookSEC #801-132863
Total AUM
$196.8M
Employees
2
Clients
26

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address



Operating Hours
9:00 AM - 5:00 PM
Monday - Friday
Phone
813-335-1757

ReceiptFinancials

Total AUM
$196.8M
Accounts
60
Discretionary
$148.5M
Accounts
59
Non-Discretionary
$48.3M
Accounts
1

ContactClients

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Individual Clients
10
AUM
$2.4M
HNW Individual Clients
11
AUM
$144.1M
Pension/Profit Sharing Plan Clients
2
AUM
$1.6M
Charitable Organization Clients
1
AUM
$303.8K
Insurance Company Clients
1
AUM
$48.3M
Corporation or Business Clients
1
AUM
$1.5K

Briefcase businessServices

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Services Offered
Advisor / Fund Manager SelectionIndividual Portfolio ManagementInstitutional Portfolio ManagementOther Services
Other Services
FAMILY OFFICE AND WEALTH PLANNING SERVICES
Compensation Types
Charges Fixed FeeCharges Hourly FeeCharges Percentage AUM

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Disclosures

None reported

State Registrations
FL

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

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