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Building 2CPS INVESTMENT ADVISORS

Map pinLAKELAND, FL
Phone863-688-1725
NotebookSEC #801-35294
Total AUM
$2.9B
Employees
60
Clients
3,377

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
205 EAST ORANGE STREET #310
LAKELAND
FL 33801-4611
United States
Operating Hours
8:00AM - 5:00PM
Monday - Friday
Phone
863-688-1725

ReceiptFinancials

Total AUM
$2.9B
Accounts
7,364
Discretionary
$2.9B
Accounts
7,360
Non-Discretionary
$5.9M
Accounts
4

ContactClients

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Individual Clients
2,460
AUM
$688.1M
HNW Individual Clients
647
AUM
$1.7B
Pension/Profit Sharing Plan Clients
220
AUM
$366.8M
Charitable Organization Clients
19
AUM
$65.6M
Corporation or Business Clients
31
AUM
$80.1M

Briefcase businessServices

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

Shield checkCompliance

Disclosures

None reported

State Registrations
ALARAZCACOCTFLGAIAILINKYLAMDMIMONCNENHNJNYOHORPASCTNTXVAWAWI

HandshakeAffiliates

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Affiliates
Reported 2 business affiliates.
Claimed Affiliates
Reported as an affiliate by 1 other business.

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