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Building 2SILER WEALTH MANAGEMENT

Map pinLONGWOOD, FL
Phone407-831-8002
NotebookSEC #801-134930
Total AUM
$188.6M
Employees
6
Clients
664

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
100 CROWN OAK CENTRE DRIVE
LONGWOOD
FL 32750
United States
Operating Hours
8:30 AM - 5:00 PM
Monday - Friday
Phone
407-831-8002

ReceiptFinancials

Total AUM
$188.6M
Accounts
1,165
Discretionary
$7.1M
Accounts
12
Non-Discretionary
$181.5M
Accounts
1,153

ContactClients

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Individual Clients
601
AUM
$103M
HNW Individual Clients
54
AUM
$80.3M
Pension/Profit Sharing Plan Clients
9
AUM
$5.2M

Briefcase businessServices

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Services Offered
Advisor / Fund Manager SelectionEducationFinancial PlanningIndividual Portfolio ManagementInstitutional Portfolio Management
Compensation Types
Charges Fixed FeeCharges Hourly FeeCharges Percentage AUM

Shield checkCompliance

Disclosures
Other Regulator Denial/Suspension/RevocationOther Regulator Order (Past 10 Years)Other Regulator Violation FindingSRO Discipline/Expulsion/SuspensionSRO Rule Violation
State Registrations
FLGANCNYTX

HandshakeAffiliates

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

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