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Building 2O'SULLIVAN CREEL HICKS PATTON FINANCIAL ADVISORS, LLC

Map pinLAKE MARY, FL
Phone407-585-1160
NotebookSEC #801-60484
Total AUM
$1.2M
Employees
3
Clients
0

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
300 PRIMERA BLVD.
SUITE 164
LAKE MARY
FL 32746
USA
Operating Hours
8:30 AM - 4:30 PM
Monday - Friday
Phone
407-585-1160

ReceiptFinancials

Total AUM
$1.2M
Accounts
7
Discretionary
$0
Accounts
0
Non-Discretionary
$1.2M
Accounts
7

ContactClients

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None reported

Briefcase businessServices

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Services Offered
Institutional Portfolio ManagementPension Consulting
Compensation Types
Charges Fixed FeeCharges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
FL

HandshakeAffiliates

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Affiliates
Reported 2 business affiliates.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.

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