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Building 2IDEAL RETIREMENT SOLUTIONS

Map pinPORT CHARLOTTE, FL
Phone(941) 876-8985
NotebookSEC #801-134255
Total AUM
$123.5M
Employees
8
Clients
311

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
17896 TOLEDO BLADE BLVD
PORT CHARLOTTE
FL 33948
United States
Operating Hours
9:00 AM - 5:00 PM
Monday - Friday
Phone
(941) 876-8985
Other Offices
2

ReceiptFinancials

Total AUM
$123.5M
Accounts
594
Discretionary
$123.5M
Accounts
594
Non-Discretionary
$0
Accounts
0

ContactClients

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Individual Clients
214
AUM
$51.3M
HNW Individual Clients
97
AUM
$72.2M

Briefcase businessServices

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Services Offered
Advisor / Fund Manager SelectionIndividual Portfolio Management
Compensation Types
Charges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
FLTX

HandshakeAffiliates

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

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