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Building 2ADVANCED INVESTMENT PARTNERS, LLC

Map pinSAFETY HARBOR, FL
Phone727-799-3671
NotebookSEC #801-70008
Total AUM
$663.8M
Employees
9
Clients
0

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
100 MAIN STREET, #301
SAFETY HARBOR
FL 34695
United States
Operating Hours
8:00AM-5:00PM
Monday - Friday
Phone
727-799-3671

ReceiptFinancials

Total AUM
$663.8M
Accounts
1,802
Discretionary
$481.6M
Accounts
725
Non-Discretionary
$182.2M
Accounts
1,077

ContactClients

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None reported

Briefcase businessServices

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Services Offered
Company Portfolio ManagementIndividual Portfolio ManagementInstitutional Portfolio Management
Compensation Types
Charges Percentage AUMCharges Performance-Based

Shield checkCompliance

Disclosures

None reported

State Registrations
ALARAZCACOCTDCDEFLGAHIIAIDILINKSKYLAMAMDMEMIMNMOMSMTNCNDNENHNJNMNVNYOHOKORPARISCTNTXUTVAVTWAWIWV

HandshakeAffiliates

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Affiliates
Reported 3 business affiliates.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.

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