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Building 2JAKE CARRIS FINANCIAL PLANNING

Map pinORLANDO, FL
Phone407-489-1186
NotebookSEC #801-135632
Total AUM
$109.7M
Employees
1
Clients
117

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
5401 S. KIRKMAN RD
STE. 215
ORLANDO
FL 32819
United States
Operating Hours
BY APPOINTMENT ONLY
BY APPOINTMENT ONLY
Phone
407-489-1186

ReceiptFinancials

Total AUM
$109.7M
Accounts
117
Discretionary
$0
Accounts
0
Non-Discretionary
$109.7M
Accounts
117

ContactClients

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Individual Clients
76
AUM
$20.2M
HNW Individual Clients
39
AUM
$88.4M
Pension/Profit Sharing Plan Clients
1
AUM
$827.6K
Charitable Organization Clients
1
AUM
$328K

Briefcase businessServices

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

Shield checkCompliance

Disclosures

None reported

State Registrations
FLPATX

HandshakeAffiliates

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

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