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Building 2REALITY FINANCIAL PLANNING SERVICES, LLC

Map pinSARASOTA, FL
Phone(941) 366-5700
NotebookSEC #801-134520
Total AUM
$125.9M
Employees
2
Clients
215

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
3947 CLARK ROAD
SARASOTA
FL 34233
United States
Operating Hours
BY APPOINTMENT ONLY
BY APPOINTMENT ONLY
Phone
(941) 366-5700

ReceiptFinancials

Total AUM
$125.9M
Accounts
477
Discretionary
$125.9M
Accounts
477
Non-Discretionary
$0
Accounts
0

ContactClients

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Individual Clients
181
AUM
$54.4M
HNW Individual Clients
33
AUM
$68.6M
Corporation or Business Clients
1
AUM
$3M

Briefcase businessServices

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Services Offered
EducationFinancial PlanningIndividual Portfolio Management
Compensation Types
Charges Fixed FeeCharges Hourly FeeCharges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
FL

HandshakeAffiliates

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

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