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Building 2PROPER WEALTH

Map pinTALLAHASSEE, FL
Phone(850) 972-9725
NotebookSEC #801-132980
Total AUM
$131.8M
Employees
7
Clients
497

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
3233 THOMASVILLE ROAD
TALLAHASSEE
FL 32308
United States
Operating Hours
8:00 AM TO 5:00 PM
Monday - Friday
Phone
(850) 972-9725

ReceiptFinancials

Total AUM
$131.8M
Accounts
500
Discretionary
$131.8M
Accounts
500
Non-Discretionary
$0
Accounts
0

ContactClients

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Individual Clients
261
AUM
$25.7M
HNW Individual Clients
224
AUM
$101.4M
Charitable Organization Clients
11
AUM
$2.9M
Corporation or Business Clients
1
AUM
$1.9M

Briefcase businessServices

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

Shield checkCompliance

Disclosures

None reported

State Registrations
FLGANCTNTX

HandshakeAffiliates

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Affiliates
Reported 3 business affiliates.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.

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