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Building 2CROSSPLAN MONEY MANAGEMENT

Map pinSEMINOLE, FL
Phone727-398-7900
NotebookSEC #801-69084
Total AUM
$36M
Employees
8
Clients
0

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
7995 113TH STREET NORTH
SECOND FLOOR
SEMINOLE
FL 33772
United States
Operating Hours
9:00AM TO 5:00PM
Monday - Friday
Phone
727-398-7900

ReceiptFinancials

Total AUM
$36M
Accounts
640
Discretionary
$20M
Accounts
285
Non-Discretionary
$16M
Accounts
355

ContactClients

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None reported

Briefcase businessServices

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Services Offered
Advisor / Fund Manager SelectionFinancial PlanningIndividual Portfolio ManagementInstitutional Portfolio Management
Compensation Types
Charges Fixed 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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