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Building 2FUSION ANALYTICS INVESTMENT PARTNERS LLC

Map pinCORAL SPRINGS, FL
Phone954-345-2888
NotebookSEC #801-71058
Total AUM
$50M
Employees
9
Clients
500

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
7301 WILES ROAD
SUITE 104
CORAL SPRINGS
FL 33067
United States
Operating Hours
9 AM - 5 PM
Monday - Friday
Phone
954-345-2888
Other Offices
2

ReceiptFinancials

Total AUM
$50M
Accounts
500
Discretionary
$40M
Accounts
450
Non-Discretionary
$10M
Accounts
50

ContactClients

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HNW Individual Clients
500
AUM
$50M

Briefcase businessServices

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

Shield checkCompliance

Disclosures

None reported

State Registrations
COFL

HandshakeAffiliates

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

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