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Building 2STEVEN L. POMERANZ FINANCIAL MANAGEMENT, INC.

Map pinBOCA RATON, FL
Phone561-362-7850
NotebookSEC #801-62556
Total AUM
$187.3M
Employees
3
Clients
0

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
555 S. FEDERAL HIGHWAY
SUITE 210
BOCA RATON
FL 33432
United States
Operating Hours
9:00AM - 5:00 PM
Monday - Friday
Phone
561-362-7850

ReceiptFinancials

Total AUM
$187.3M
Accounts
470
Discretionary
$187.3M
Accounts
470
Non-Discretionary
$0
Accounts
0

ContactClients

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None reported

Briefcase businessServices

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

Shield checkCompliance

Disclosures

None reported

State Registrations
FLINNYOK

HandshakeAffiliates

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

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