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Building 2RETIREMENT MONEY MANAGEMENT

Map pinSARASOTA, FL
Phone941-955-8163
NotebookSEC #801-69720
Total AUM
$27M
Employees
3
Clients
103

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
2 N. TAMIAMI TRAIL
SUITE 400
SARASOTA
FL 34236-5586
United States
Operating Hours
8:00 - 5:00
Monday - Friday
Phone
941-955-8163

ReceiptFinancials

Total AUM
$27M
Accounts
180
Discretionary
$0
Accounts
0
Non-Discretionary
$27M
Accounts
180

ContactClients

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Individual Clients
97
AUM
$17M
HNW Individual Clients
6
AUM
$10M

Briefcase businessServices

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Services Offered
EducationFinancial PlanningIndividual Portfolio Management
Compensation Types
Charges Fixed FeeCharges Hourly FeeCharges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
AKALCACOCTDEFLGAIAMDMIMNNCNJNYOHPATNTXVA

HandshakeAffiliates

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Affiliates
Reported 1 business affiliate.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.

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