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Building 2EDMP, INC.

Map pinLUTZ, FL
Phone813-960-9600
NotebookSEC #801-43372
Total AUM
$147.4M
Employees
3
Clients
115

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
136 WHITAKER ROAD
SUITE A
LUTZ
FL 33549
United States
Operating Hours
8:30AM TO 4:00PM
Monday - Friday
Phone
813-960-9600

ReceiptFinancials

Total AUM
$147.4M
Accounts
183
Discretionary
$143M
Accounts
181
Non-Discretionary
$4.4M
Accounts
2

ContactClients

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Individual Clients
66
AUM
$23.6M
HNW Individual Clients
48
AUM
$117.9M
Corporation or Business Clients
1
AUM
$5.9M

Briefcase businessServices

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Services Offered
Individual Portfolio Management
Compensation Types
Charges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
FLLATX

HandshakeAffiliates

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

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