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Building 2FIDUCIARY FIRST

Map pinMAITLAND, FL
Phone407.740.6111
NotebookSEC #801-72234
Total AUM
$2.5B
Employees
7
Clients
27

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
1060 MAITLAND CENTER COMMONS
SUITE 360
MAITLAND
FL 32751
United States
Operating Hours
8:30 A.M. - 5:30 P.M.
Monday - Friday
Phone
407.740.6111
Other Offices
1

ReceiptFinancials

Total AUM
$2.5B
Accounts
42
Discretionary
$2.5B
Accounts
42
Non-Discretionary
$0
Accounts
0

ContactClients

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Pension/Profit Sharing Plan Clients
27
AUM
$2.5B

Briefcase businessServices

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Services Offered
Pension Consulting
Compensation Types
Charges Fixed FeeCharges Hourly FeeCharges Other FeeCharges Percentage AUM
Other Compensation
VALUE OF PLAN ASSETS

Shield checkCompliance

Disclosures

None reported

State Registrations
FL

HandshakeAffiliates

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Affiliates
Reported 12 business affiliates.
Claimed Affiliates
Reported as an affiliate by 12 other businesses.

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