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Building 2SUNCOAST EQUITY MANAGEMENT, LLC

Map pinTAMPA, FL
Phone(813) 963-0502
NotebookSEC #801-62262
Total AUM
$2.1B
Employees
12
Clients
871

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
5550 W EXECUTIVE DR
SUITE 320
TAMPA
FL 33609
United States
Operating Hours
9:00 AM - 5:00 PM
Monday - Friday
Phone
(813) 963-0502

ReceiptFinancials

Total AUM
$2.1B
Accounts
1,951
Discretionary
$2.1B
Accounts
1,951
Non-Discretionary
$0
Accounts
0

ContactClients

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Individual Clients
670
AUM
$397.2M
HNW Individual Clients
168
AUM
$752.8M
Pension/Profit Sharing Plan Clients
16
AUM
$39M
Charitable Organization Clients
1
AUM
$891.7K
Corporation or Business Clients
13
AUM
$12.7M
Other Clients
3
AUM
$912.2M
Description of Other Clients
MANAGED ETF, UMA ACCOUNTS, PARTNERSHIPS, AND FOUNDATIONS

Briefcase businessServices

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Services Offered
Financial PlanningIndividual Portfolio ManagementInstitutional Portfolio Management
Compensation Types
Charges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
ALAZCACTFLGAILINLAMAMDMINCNHNJNVNYOHPASCTXVAVTWI

HandshakeAffiliates

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

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