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Building 2MANAGEMY401K.COM, LLC

Map pinNEW PORT RICHEY, FL
Phone727-807-3371
NotebookSEC #801-67885
Total AUM
$8.7M
Employees
3
Clients
0

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
5328 TROUBLE CREEK ROAD
NEW PORT RICHEY
FL 34652
United States
Operating Hours
9:00AM-5:00PM
Monday - Friday
Phone
727-807-3371

ReceiptFinancials

Total AUM
$8.7M
Accounts
39
Discretionary
$8.7M
Accounts
39
Non-Discretionary
$0
Accounts
0

ContactClients

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None reported

Briefcase businessServices

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Services Offered
Advisor / Fund Manager SelectionIndividual Portfolio ManagementInstitutional Portfolio Management
Compensation Types
Charges Fixed FeeCharges Percentage AUMCharges Subscription Fee

Shield checkCompliance

Disclosures

None reported

State Registrations
FL

HandshakeAffiliates

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Affiliates
Reported 1 business affiliate.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.

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