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

Building 2FIDELITY FEDERAL BANK & TRUST

Map pinWEST PALM BEACH, FL
Phone561-659-9965
NotebookSEC #801-62005
Total AUM
$107.6M
Employees
3
Clients
0

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
218 DATURA STREET
WEST PALM BEACH
FL 33401
USA
Operating Hours
8:30AM TO 5:00PM
Monday - Friday
Phone
561-659-9965

ReceiptFinancials

Total AUM
$107.6M
Accounts
107
Discretionary
$84.1M
Accounts
99
Non-Discretionary
$23.5M
Accounts
8

ContactClients

View more in analytics →

None reported

Briefcase businessServices

View ADV Part 2 brochures →

Services Offered
Individual Portfolio Management
Compensation Types
Charges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
FL

HandshakeAffiliates

View all affiliates →

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

Feature requires an account