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Building 2THE FLORIDAN GROUP

Map pinTALLAHASSEE, FL
Phone850-224-5513
NotebookSEC #801-68416
Total AUM
$48M
Employees
3
Clients
0

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
3848 KILLEARN COURT
TALLAHASSEE
FL 32309
United States
Operating Hours
8:30AM - 4:30PM
Monday - Friday
Phone
850-224-5513

ReceiptFinancials

Total AUM
$48M
Accounts
279
Discretionary
$47.4M
Accounts
278
Non-Discretionary
$600K
Accounts
1

ContactClients

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None reported

Briefcase businessServices

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Services Offered
Advisor / Fund Manager SelectionFinancial PlanningIndividual Portfolio ManagementPension Consulting
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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