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Building 2CI DOYLE PRIVATE WEALTH, LLC

Map pinST. PETERSBURG, FL
Phone727-898-3063
NotebookSEC #801-64034
Total AUM
$1.6B
Employees
20
Clients
998

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
100 2ND AVENUE SOUTH
SUITE 701-S
ST. PETERSBURG
FL 33701
United States
Operating Hours
8:00 A.M. - 5:00 P.M.
Monday - Friday
Phone
727-898-3063

ReceiptFinancials

Total AUM
$1.6B
Accounts
2,534
Discretionary
$1.6B
Accounts
2,509
Non-Discretionary
$6.8M
Accounts
25

ContactClients

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Individual Clients
569
AUM
$298.8M
HNW Individual Clients
426
AUM
$1.3B
Charitable Organization Clients
1
AUM
$1.3M
Insurance Company Clients
1
AUM
$446K
Corporation or Business Clients
1
AUM
$10M

Briefcase businessServices

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Services Offered
Advisor / Fund Manager SelectionFinancial PlanningIndividual Portfolio ManagementInstitutional Portfolio ManagementOther ServicesPension Consulting
Other Services
TAX PREPARATION SERVICES
Compensation Types
Charges Fixed FeeCharges Hourly FeeCharges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
ALARAZCAFLGAKYLAMAMDMSNCNENHNJNYOHSCTNTXVAWAWV

HandshakeAffiliates

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Affiliates
Reported 2 business affiliates.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.

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