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Building 2FIDUCIARY PARTNERS INVESTMENT CONSULTING, LLC

Map pinCLEARWATER, FL
Phone727-723-3676
NotebookSEC #801-68513
Total AUM
$0
Employees
4
Clients
72

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
25400 US 19 N.
SUITE 204
CLEARWATER
FL 33763
United States
Operating Hours
9:00 AM TO 5:00 PM
Monday - Friday
Phone
727-723-3676
Other Offices
3

ReceiptFinancials

Total AUM
$0
Accounts
0
Discretionary
$0
Accounts
0
Non-Discretionary
$0
Accounts
0

ContactClients

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Pension/Profit Sharing Plan Clients
2
AUM
$0
Charitable Organization Clients
2
AUM
$0
Government Entity Clients
2
AUM
$0
Insurance Company Clients
3
AUM
$0
Corporation or Business Clients
63
AUM
$0

Briefcase businessServices

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Services Offered
Financial PlanningPension Consulting
Compensation Types
Charges Fixed FeeCharges Hourly FeeCharges Other Fee
Other Compensation
VALUE OF PLAN ASSETS

Shield checkCompliance

Disclosures
Other Regulator Order (Past 10 Years)SRO Discipline/Expulsion/SuspensionSRO Rule Violation
State Registrations
ALFLLAMI

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Affiliates
Reported 2 business affiliates.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.

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