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Building 2ELEVATE FINANCIAL PLANNING AND WEALTH MANAGEMENT

Map pinST. PETERSBURG, FL
Phone727-478-8886
NotebookSEC #801-135497
Total AUM
$107.1M
Employees
38
Clients
457

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
9400 4TH STREET N
SUITE 201
ST. PETERSBURG
FL 33702
United States
Operating Hours
9:00 AM TO 5:00 PM
Monday - Friday
Phone
727-478-8886
Other Offices
1

ReceiptFinancials

Total AUM
$107.1M
Accounts
630
Discretionary
$107.1M
Accounts
630
Non-Discretionary
$0
Accounts
0

ContactClients

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Individual Clients
445
AUM
$89M
HNW Individual Clients
12
AUM
$18.1M

Briefcase businessServices

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

Shield checkCompliance

Disclosures
Felony ChargeFelony Conviction
State Registrations
ALARCACOFLGAILLAMSNCNJOKPASCTNTXVAWA

HandshakeAffiliates

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

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