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Building 2URS ADVISORY

Map pinJUPITER, FL
Phone561-594-0100
NotebookSEC #801-136079
Total AUM
$175.8M
Employees
5
Clients
169

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
4425 N MILITARY TRAIL
SUITE 208
JUPITER
FL 33458
United States
Operating Hours
9:00 AM TO 4:30 PM
Monday - Friday
Phone
561-594-0100

ReceiptFinancials

Total AUM
$175.8M
Accounts
503
Discretionary
$175.8M
Accounts
503
Non-Discretionary
$0
Accounts
0

ContactClients

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Individual Clients
117
AUM
$48.4M
HNW Individual Clients
52
AUM
$127.4M

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

None reported

State Registrations
ALCAFLTX

HandshakeAffiliates

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

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