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Building 2PLATINUM WEALTH PARTNERS

Map pinTAMPA, FL
Phone813-579-1660
NotebookSEC #801-72447
Total AUM
$523.7M
Employees
28
Clients
0

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
100 N. TAMPA STREET
SUITE 1600
TAMPA
FL 33602
United States
Operating Hours
9:00 TO 5:00
Monday - Friday
Phone
813-579-1660
Other Offices
1

ReceiptFinancials

Total AUM
$523.7M
Accounts
2,400
Discretionary
$503.7M
Accounts
2,200
Non-Discretionary
$20M
Accounts
200

ContactClients

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None reported

Briefcase businessServices

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Services Offered
Financial PlanningIndividual Portfolio Management
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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