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Building 2JOSEPH FINANCIAL OF SMITHTOWN, LLC

Map pinHERNANDO, FL
Phone352-746-4460
NotebookSEC #801-71663
Total AUM
$927.8K
Employees
3
Clients
0

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
2450 NORTH CITRUS HILLS BOULEVARD
HERNANDO
FL 34442
United States
Operating Hours
8:30 AM - 4:30 PM
Monday - Friday
Phone
352-746-4460

ReceiptFinancials

Total AUM
$927.8K
Accounts
4
Discretionary
$927.8K
Accounts
4
Non-Discretionary
$0
Accounts
0

ContactClients

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None reported

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Services Offered
Financial PlanningIndividual Portfolio ManagementPension ConsultingPooled Vehicle Portfolio Management
Compensation Types
Charges Fixed FeeCharges Hourly FeeCharges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
FLNY

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

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