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Building 2PUCKORIUS & ASSOCIATES

Map pinAVON PARK, FL
Phone863-453-7737
NotebookSEC #801-56740
Total AUM
$78.3M
Employees
3
Clients
0

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
320 U.S.HIGHWAY 27 N
SUITE D
AVON PARK
FL 33825
USA
Operating Hours
8:30 P.M. - 4:30 P.M.
Monday - Friday
Phone
863-453-7737

ReceiptFinancials

Total AUM
$78.3M
Accounts
250
Discretionary
$0
Accounts
0
Non-Discretionary
$78.3M
Accounts
250

ContactClients

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None reported

Briefcase businessServices

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

Shield checkCompliance

Disclosures

None reported

State Registrations
FLVA

HandshakeAffiliates

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Affiliates
Reported 1 business affiliate.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.

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