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Building 2PERSONAL FINANCIAL ADVISORS, LLC

Map pinNAPLES, FL
Phone239-514-3360
NotebookSEC #801-61965
Total AUM
$46.5M
Employees
3
Clients
0

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
9130 GALLERIA COURT-SUITE 313
NAPLES
FL 34109
United States
Operating Hours
9:00 AM TO 5:00 PM
Monday - Friday
Phone
239-514-3360

ReceiptFinancials

Total AUM
$46.5M
Accounts
163
Discretionary
$0
Accounts
0
Non-Discretionary
$46.5M
Accounts
163

ContactClients

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None reported

Briefcase businessServices

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Services Offered
Financial PlanningIndividual Portfolio ManagementOther Services
Other Services
ADVICE ON MATTERS NOT INVOLVING SECURITIES
Compensation Types
Charges Fixed FeeCharges Hourly FeeCharges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
CTFLNY

HandshakeAffiliates

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

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