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Building 2HAISMAN WEALTH MANAGEMENT, INC.

Map pinFORT MYERS, FL
Phone239-939-3235
NotebookSEC #801-55611
Total AUM
$33.7M
Employees
3
Clients
0

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
6830 PORTO FINO CIRCLE
SUITE ONE
FORT MYERS
FL 33912
United States
Operating Hours
8:30 - 5:00
Monday - Friday
Phone
239-939-3235

ReceiptFinancials

Total AUM
$33.7M
Accounts
208
Discretionary
$33.7M
Accounts
206
Non-Discretionary
$7.3K
Accounts
2

ContactClients

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None reported

Briefcase businessServices

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Services Offered
Advisor / Fund Manager SelectionFinancial PlanningIndividual Portfolio ManagementInstitutional Portfolio ManagementOther Services
Other Services
BUY & HOLD - NON-DISCRETIONARY.
Compensation Types
Charges Fixed FeeCharges Hourly FeeCharges Other FeeCharges Percentage AUM
Other Compensation
SHARE IN FEES CHARGED BY SUB-ADVISER.

Shield checkCompliance

Disclosures

None reported

State Registrations
FL

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

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