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Building 2GFS PRIVATE WEALTH

Map pinCLEARWATER, FL
Phone727-614-4333
NotebookSEC #801-76912
Total AUM
$356.3M
Employees
8
Clients
81

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
2475 ENTERPRISE ROAD
CLEARWATER
FL 33763-1100
United States
Operating Hours
9 A.M. - 4 P.M.
Monday - Friday
Phone
727-614-4333

ReceiptFinancials

Total AUM
$356.3M
Accounts
81
Discretionary
$355.9M
Accounts
79
Non-Discretionary
$426.1K
Accounts
2

ContactClients

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Individual Clients
9
AUM
$3.3M
HNW Individual Clients
72
AUM
$353.1M

Briefcase businessServices

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Services Offered
Financial PlanningIndividual Portfolio Management
Compensation Types
Charges Hourly FeeCharges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
ALAZCACOFLGAILMINCNHNJNYOHOKORTXUTVAWA

HandshakeAffiliates

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

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