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Building 2THE FINANCIAL WELL, INC.

Map pinTAMPA, FL
Phone813-229-2000
NotebookSEC #801-67591
Total AUM
$26.9M
Employees
3
Clients
0

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
300 S. HYDE PARK AVENUE
SUITE 210
TAMPA
FL 33606
United States
Operating Hours
9:00AM - 5:00PM
Monday - Friday
Phone
813-229-2000

ReceiptFinancials

Total AUM
$26.9M
Accounts
291
Discretionary
$17.7M
Accounts
125
Non-Discretionary
$9.2M
Accounts
166

ContactClients

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None reported

Briefcase businessServices

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Services Offered
Advisor / Fund Manager SelectionFinancial PlanningIndividual Portfolio ManagementInstitutional Portfolio Management
Compensation Types
Charges 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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