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Building 2CLIENT 1ST ADVISORY GROUP

Map pinDUNEDIN, FL
Phone727-450-2301
NotebookSEC #801-78052
Total AUM
$511.5M
Employees
8
Clients
356

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
963 HIGHLAND AVENUE
DUNEDIN
FL 34698
United States
Operating Hours
8:30 AM - 4:00 PM
Monday - Friday
Phone
727-450-2301

ReceiptFinancials

Total AUM
$511.5M
Accounts
924
Discretionary
$508.3M
Accounts
920
Non-Discretionary
$3.2M
Accounts
4

ContactClients

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Individual Clients
238
AUM
$106.4M
HNW Individual Clients
115
AUM
$401.4M
Charitable Organization Clients
1
AUM
$786.1K
Investment Advisor Clients
1
AUM
$318.5K
Corporation or Business Clients
1
AUM
$2.6M

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
ALARFLGALAMSNCNHOHTNTX

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

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