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Building 2FIRST FINANCIAL RESOURCES

Map pinNAPLES, FL
Phone239-263-8100
NotebookSEC #801-58005
Total AUM
$39.7M
Employees
8
Clients
0

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
5150 TAMIAMI TRAIL NORTH
STE 300
NAPLES
FL 34103
USA
Operating Hours
8:30 A.M. - 5:00 P.M.
Monday - Friday
Phone
239-263-8100

ReceiptFinancials

Total AUM
$39.7M
Accounts
122
Discretionary
$39.7M
Accounts
122
Non-Discretionary
$0
Accounts
0

ContactClients

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None reported

Briefcase businessServices

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Services Offered
Financial PlanningIndividual Portfolio ManagementPension Consulting
Compensation Types
Charges CommissionCharges Hourly FeeCharges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
FL

HandshakeAffiliates

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

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