1. Home
  2. Chevron right
  3. Firms
  4. Chevron right
Log inSign in SparklesCreate a free account

Building 2401K GENERATION

Map pinALTAMONTE SPRINGS,, FL
Phone(866) 998-5879
NotebookSEC #801-71606
Total AUM
$156.4M
Employees
35
Clients
159

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
237 S WESTMONTE DRIVE
SUITE 300
ALTAMONTE SPRINGS,
FL 32714
United States
Operating Hours
8:00AM-8:00PM
Monday - Friday
Phone
(866) 998-5879

ReceiptFinancials

Total AUM
$156.4M
Accounts
161
Discretionary
$85.3M
Accounts
153
Non-Discretionary
$71.2M
Accounts
8

ContactClients

View more in analytics →

Individual Clients
63
AUM
$48.6M
HNW Individual Clients
5
AUM
$71.2M
Pension/Profit Sharing Plan Clients
90
AUM
$32.8M
Corporation or Business Clients
1
AUM
$3.9M

Briefcase businessServices

View ADV Part 2 brochures →

Services Offered
Advisor / Fund Manager SelectionIndividual Portfolio ManagementOther ServicesPension Consulting
Other Services
ERISA 3 (16) SERVICES
Compensation Types
Charges Fixed FeeCharges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
AKALARAZCACOCTDCDEFLGAHIIAIDILINKSKYLAMAMDMEMIMNMOMSNCNDNENHNJNMNVNYOHOKORPARISCTNTXUTVAVTWAWI

HandshakeAffiliates

View all affiliates →

Affiliates
Reported 2 business affiliates.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.

Feature requires an account