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Building 2NATIONAL EQUITIES MANAGEMENT CO

Map pinBOCA RATON, FL
Phone561-394-3519
NotebookSEC #801-54688
Total AUM
$161.9M
Employees
8
Clients
0

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
399 WEST PALMETTO PARK ROAD, SUITE 200
BOCA RATON
FL 33432
USA
Operating Hours
8:30 AM -5:00 PM
Monday - Friday
Phone
561-394-3519

ReceiptFinancials

Total AUM
$161.9M
Accounts
148
Discretionary
$0
Accounts
0
Non-Discretionary
$161.9M
Accounts
148

ContactClients

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None reported

Briefcase businessServices

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Services Offered
Financial PlanningIndividual Portfolio Management
Compensation Types
Charges CommissionCharges Percentage AUM

Shield checkCompliance

Disclosures
Other Regulator Order (Past 10 Years)Other Regulator Violation Finding
State Registrations
AZFLILMAPA

HandshakeAffiliates

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

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