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

Building 2GEB FINANCIAL SERVICES GROUP, LLC

Map pinCLEARWATER, FL
Phone727-447-6877
NotebookSEC #801-62748
Total AUM
$30M
Employees
3
Clients
0

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
601 CLEVELAND STREET
SUITE #300
CLEARWATER
FL 33755
USA
Operating Hours
9:00 A.M. - 5:00 P.M.
Monday - Friday
Phone
727-447-6877

ReceiptFinancials

Total AUM
$30M
Accounts
4
Discretionary
$0
Accounts
0
Non-Discretionary
$30M
Accounts
4

ContactClients

View more in analytics →

None reported

Briefcase businessServices

View ADV Part 2 brochures →

Services Offered
Financial PlanningIndividual Portfolio ManagementPension ConsultingPooled Vehicle Portfolio Management
Compensation Types
Charges Hourly FeeCharges Percentage AUMCharges Performance-Based

Shield checkCompliance

Disclosures

None reported

State Registrations
FLMN

HandshakeAffiliates

View all affiliates →

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

Feature requires an account