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Building 2FAMILY FINANCIAL STRATEGIES, INC.

Map pinSARASOTA, FL
Phone941-907-4252
NotebookSEC #801-68131
Total AUM
$115M
Employees
3
Clients
0

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
6151 LAKE OSPREY DRIVE
SUITE 300
SARASOTA
FL 34240
USA
Operating Hours
9:00 AM - 5:00 PM
Monday - Friday
Phone
941-907-4252

ReceiptFinancials

Total AUM
$115M
Accounts
350
Discretionary
$0
Accounts
0
Non-Discretionary
$115M
Accounts
350

ContactClients

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None reported

Briefcase businessServices

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Services Offered
Financial PlanningIndividual Portfolio ManagementPension ConsultingPooled Vehicle Portfolio Management
Compensation Types
Charges Fixed FeeCharges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
FLINTX

HandshakeAffiliates

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

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