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Building 2DOZA INVESTMENTS, LLC

Map pinNAPLES, FL
Phone239-593-6114
NotebookSEC #801-70450
Total AUM
$11M
Employees
3
Clients
0

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
1415 PANTHER LANE
SUITE 310
NAPLES
FL 34109-7874
United States
Operating Hours
8:30 A.M. - 5:30 P.M.
Monday - Friday
Phone
239-593-6114

ReceiptFinancials

Total AUM
$11M
Accounts
22
Discretionary
$8M
Accounts
12
Non-Discretionary
$3M
Accounts
10

ContactClients

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None reported

Briefcase businessServices

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Services Offered
Individual Portfolio ManagementPension ConsultingPooled Vehicle Portfolio Management
Compensation Types
Charges Other FeeCharges Percentage AUM
Other Compensation
THIRD PARTY REFERRAL FEES

Shield checkCompliance

Disclosures

None reported

State Registrations
FLPA

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

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