1. Home
  2. Chevron right
  3. Firms
  4. Chevron right
Log inSign in SparklesCreate a free account

Building 2CLIENT 1ST ADVISORY GROUP

Map pinCLEARWATER, FL
Phone727-450-2301
NotebookSEC #801-60336
Total AUM
$140.7M
Employees
8
Clients
0

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
611 DRUID RD. E
SUITE 707
CLEARWATER
FL 33756
United States
Operating Hours
8:30 AM - 4:00 PM
Monday - Friday
Phone
727-450-2301

ReceiptFinancials

Total AUM
$140.7M
Accounts
174
Discretionary
$128.3M
Accounts
170
Non-Discretionary
$12.4M
Accounts
4

ContactClients

View more in analytics →

None reported

Briefcase businessServices

View ADV Part 2 brochures →

Services Offered
Advisor / Fund Manager SelectionFinancial PlanningIndividual Portfolio ManagementInstitutional Portfolio Management
Compensation Types
Charges Fixed FeeCharges Hourly FeeCharges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
FLLAMSNH

HandshakeAffiliates

View all affiliates →

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

Feature requires an account