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Building 2BRIAN S. PEARCE, INC.

Map pinWINTER HAVEN, FL
Phone863-299-5808
NotebookSEC #801-63903
Total AUM
$45.5M
Employees
3
Clients
0

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
56 FOURTH STREET NORTHWEST SUITE 201
SUITE 201
WINTER HAVEN
FL 33881
United States
Operating Hours
9:30 AM TO 4:30 PM
Monday - Friday
Phone
863-299-5808

ReceiptFinancials

Total AUM
$45.5M
Accounts
900
Discretionary
$42M
Accounts
700
Non-Discretionary
$3.5M
Accounts
200

ContactClients

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None reported

Briefcase businessServices

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Services Offered
Financial PlanningIndividual Portfolio ManagementInstitutional Portfolio ManagementOther ServicesPension Consulting
Other Services
ACTIVE INVESTMENT MANAGEMENT
Compensation Types
Charges CommissionCharges Fixed FeeCharges Hourly FeeCharges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
FL

HandshakeAffiliates

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

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