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Building 2PUNCH CARD MANAGEMENT

Map pinWINTER PARK, FL
Phone407-367-4347
NotebookSEC #801-79532
Total AUM
$505.4M
Employees
4
Clients
1

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
533 WEST NEW ENGLAND AVE
SUITE C
WINTER PARK
FL 32789
United States
Operating Hours
9:00 AM - 5:00 PM
Monday - Friday
Phone
407-367-4347

ReceiptFinancials

Total AUM
$505.4M
Accounts
1
Discretionary
$505.4M
Accounts
1
Non-Discretionary
$0
Accounts
0

ContactClients

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Pooled Vehicle Clients
1
AUM
$505.4M

Briefcase businessServices

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Services Offered
Pooled Vehicle Portfolio Management
Compensation Types
Charges Percentage AUMCharges Performance-Based

Shield checkCompliance

Disclosures

None reported

State Registrations
FL

HandshakeAffiliates

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

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