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Building 2STEWARDSHIP MATTERS

Map pinMAITLAND, FL
Phone407-644-9411
NotebookSEC #801-72202
Total AUM
$16.5M
Employees
3
Clients
0

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
511 N. MAITLAND AVENUE
MAITLAND
FL 32751
United States
Operating Hours
8:30 TO 5:30PM
Monday - Friday
Phone
407-644-9411

ReceiptFinancials

Total AUM
$16.5M
Accounts
60
Discretionary
$0
Accounts
0
Non-Discretionary
$16.5M
Accounts
60

ContactClients

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None reported

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Services Offered
Financial PlanningIndividual Portfolio ManagementInstitutional Portfolio ManagementPension Consulting
Compensation Types
Charges Fixed FeeCharges Hourly FeeCharges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
FL

HandshakeAffiliates

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

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