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Building 2REI WEALTH MANAGEMENT

Map pinTAMPA, FL
Phone813-355-1757
NotebookSEC #801-80190
Total AUM
$55.6M
Employees
2
Clients
0

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
5300 WEST CYPRESS STREET
SUITE 295
TAMPA
FL 33607
United States
Operating Hours
9:00 AM - 5:00 PM
Monday - Friday
Phone
813-355-1757

ReceiptFinancials

Total AUM
$55.6M
Accounts
4
Discretionary
$51M
Accounts
3
Non-Discretionary
$4.6M
Accounts
1

ContactClients

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None reported

Briefcase businessServices

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Services Offered
Advisor / Fund Manager SelectionIndividual Portfolio ManagementInstitutional Portfolio ManagementOther Services
Other Services
FAMILY OFFICE AND WEALTH PLANNING SERVICES
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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