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Building 2LBA RETIREMENT PLAN SERVICES LLC

Map pinJACKSONVILLE, FL
Phone904.396.4015
NotebookSEC #801-56777
Total AUM
$3.6M
Employees
3
Clients
0

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
1301 RIVERPLACE BLVD, SUITE 2400
JACKSONVILLE
FL 32207-9071
USA
Operating Hours
9:00 AM - 5:00 PM
Monday - Friday
Phone
904.396.4015

ReceiptFinancials

Total AUM
$3.6M
Accounts
480
Discretionary
$0
Accounts
0
Non-Discretionary
$3.6M
Accounts
480

ContactClients

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None reported

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Services Offered
Institutional Portfolio ManagementMarket Timing
Compensation Types
Charges Hourly FeeCharges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations

None reported

HandshakeAffiliates

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

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