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Building 2TARGETED FINANCIAL SERVICES, LLC

Map pinSEMINOLE, FL
Phone732-750-9880
NotebookSEC #801-62542
Total AUM
$353.4M
Employees
5
Clients
501

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
5666 SEMINOLE BLVD
SUITE 146
SEMINOLE
FL 33772
United States
Operating Hours
9:00 AM - 5:00 PM
Monday - Friday
Phone
732-750-9880
Other Offices
2

ReceiptFinancials

Total AUM
$353.4M
Accounts
788
Discretionary
$353.4M
Accounts
788
Non-Discretionary
$0
Accounts
0

ContactClients

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Individual Clients
357
AUM
$89M
HNW Individual Clients
65
AUM
$167.8M
Pension/Profit Sharing Plan Clients
48
AUM
$42.2M
Charitable Organization Clients
1
AUM
$775.3K
Corporation or Business Clients
6
AUM
$1.7M
Other Clients
24
AUM
$51.9M
Description of Other Clients
TRUST ACCOUNTS

Briefcase businessServices

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Services Offered
Financial PlanningIndividual Portfolio ManagementInstitutional Portfolio ManagementPension Consulting
Compensation Types
Charges Fixed FeeCharges Hourly FeeCharges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
CACTFLKYNJNYPATX

HandshakeAffiliates

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

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