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Building 2LOTUS

Map pinORLANDO, FL
Phone628-212-8533
NotebookSEC #801-134198
Total AUM
$405M
Employees
30
Clients
3

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
4700 MILLENIA BOULEVARD, SUITE 500
ORLANDO
FL 32839
United States
Operating Hours
9:00 AM-5:00 PM
Monday - Friday
Phone
628-212-8533

ReceiptFinancials

Total AUM
$405M
Accounts
3
Discretionary
$405M
Accounts
3
Non-Discretionary
$0
Accounts
0

ContactClients

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Pooled Vehicle Clients
3
AUM
$405M

Briefcase businessServices

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Services Offered
Pooled Vehicle Portfolio Management
Compensation Types
Charges Percentage AUMCharges Performance-Based

Shield checkCompliance

Disclosures

None reported

State Registrations
FL

HandshakeAffiliates

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

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