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Building 2O'SULLIVAN CREEL WEALTH ADVISORS, LLP

Map pinPENSACOLA, FL
Phone850-435-7400
NotebookSEC #801-62373
Total AUM
$190M
Employees
8
Clients
0

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
316 SOUTH BAYLEN STREET
SUITE 300
PENSACOLA
FL 32501
United States
Operating Hours
8:00 AM TO 5:00 PM
Monday - Friday
Phone
850-435-7400

ReceiptFinancials

Total AUM
$190M
Accounts
548
Discretionary
$190M
Accounts
548
Non-Discretionary
$0
Accounts
0

ContactClients

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None reported

Briefcase businessServices

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Services Offered
Financial PlanningIndividual Portfolio ManagementPension ConsultingPooled Vehicle Portfolio Management
Compensation Types
Charges Fixed FeeCharges Hourly FeeCharges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
ALFLLATX

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

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