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Building 2LONGBOAT KEY FINANCIAL GROUP, LLC

Map pinLONGBOAT KEY, FL
Phone941-383-2300
NotebookSEC #801-67197
Total AUM
$38.6M
Employees
8
Clients
0

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
6350 GULF OF MEXICO DRIVE
SUITE 101
LONGBOAT KEY
FL 34228
United States
Operating Hours
9:00 AM TO 5:00 PM
Monday - Friday
Phone
941-383-2300

ReceiptFinancials

Total AUM
$38.6M
Accounts
702
Discretionary
$38.6M
Accounts
702
Non-Discretionary
$0
Accounts
0

ContactClients

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None reported

Briefcase businessServices

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Services Offered
Advisor / Fund Manager SelectionFinancial PlanningIndividual Portfolio Management
Compensation Types
Charges Fixed FeeCharges Hourly FeeCharges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
FLMINJTX

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

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