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Building 2CPA GROUP INVESTMENT MANAGEMENT, LLC

Map pinPANAMA CITY, FL
Phone850-769-9491
NotebookSEC #801-60572
Total AUM
$27.5M
Employees
8
Clients
0

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
501 WEST 19TH STREET
PANAMA CITY
FL 32405
United States
Operating Hours
8:00AM TO 5:00PM
Monday - Friday
Phone
850-769-9491

ReceiptFinancials

Total AUM
$27.5M
Accounts
34
Discretionary
$27M
Accounts
32
Non-Discretionary
$520.8K
Accounts
2

ContactClients

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None reported

Briefcase businessServices

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

Shield checkCompliance

Disclosures

None reported

State Registrations

None reported

HandshakeAffiliates

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

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