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

Building 2FINANCIAL MANAGEMENT CONCEPTS

Map pinWINTER SPRINGS, FL
Phone407-647-7006
NotebookSEC #801-62030
Total AUM
$188.9M
Employees
5
Clients
275

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
1700 TOWN PLAZA COURT
WINTER SPRINGS
FL 32708
United States
Operating Hours
8:30 A.M.-5:00 P.M.
Monday - Friday
Phone
407-647-7006

ReceiptFinancials

Total AUM
$188.9M
Accounts
631
Discretionary
$186.7M
Accounts
611
Non-Discretionary
$2.2M
Accounts
20

ContactClients

View more in analytics →

Individual Clients
217
AUM
$101.2M
HNW Individual Clients
58
AUM
$87.7M

Briefcase businessServices

View ADV Part 2 brochures →

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

Shield checkCompliance

Disclosures

None reported

State Registrations
FLGANCNHTX

HandshakeAffiliates

View all affiliates →

Affiliates
Reported 1 business affiliate.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.

Feature requires an account