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Building 21ST DISCOUNT BROKERAGE, INC.

Map pinWELLINGTON, FL
Phone561-515-3200
NotebookSEC #801-68364
Total AUM
$17.3M
Employees
151
Clients
0

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
420 SOUTH STATE ROAD 7
SUITE 114
WELLINGTON
FL 33414
United States
Operating Hours
9:00 A.M. TO 5:00 P.M.
Monday - Friday
Phone
561-515-3200

ReceiptFinancials

Total AUM
$17.3M
Accounts
88
Discretionary
$11.8M
Accounts
28
Non-Discretionary
$5.4M
Accounts
60

ContactClients

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None reported

Briefcase businessServices

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Services Offered
Advisor / Fund Manager SelectionFinancial PlanningIndividual Portfolio ManagementInstitutional Portfolio ManagementPension ConsultingPooled Vehicle Portfolio Management
Compensation Types
Charges CommissionCharges Fixed FeeCharges Hourly FeeCharges Other FeeCharges Percentage AUM
Other Compensation
TICKET CHARGES

Shield checkCompliance

Disclosures
Other Regulator Violation FindingSRO False Statement FindingSRO Rule Violation
State Registrations

None reported

HandshakeAffiliates

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Affiliates
Reported 1 business affiliate.
Claimed Affiliates
Reported as an affiliate by 2 other businesses.

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