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SUCCESSFUL PORTFOLIOS LLC
CLEARWATER, FL
727-744-3614
SEC #801-80702Total AUM
$281.5M
Employees
3Clients
214Firm overview
Client Breakdown by AUM
AUM previous 5 years
Smooth / Detailed
Business
Principal Address
611 DRUID ROAD EAST
SUITE 407
CLEARWATER
FL 33756
United States
SUITE 407
CLEARWATER
FL 33756
United States
Operating Hours
9AM - 5PM
Monday - Friday
Monday - Friday
Phone
727-744-3614
Financials
Total AUM
$281.5M
Accounts
584Discretionary
$259.1M
Accounts
560Non-Discretionary
$22.5M
Accounts
24
Clients
Individual Clients
194AUM
$166.5M
HNW Individual Clients
10AUM
$108.8M
Banking Clients
1AUM
$0
Pooled Vehicle Clients
2AUM
$3.7M
Pension/Profit Sharing Plan Clients
1AUM
$2.4M
Charitable Organization Clients
1AUM
$83K
Government Entity Clients
1AUM
$0
Investment Advisor Clients
1AUM
$0
Insurance Company Clients
1AUM
$0
Sovereign Wealth Fund Clients
1AUM
$0
Corporation or Business Clients
1AUM
$0
Services
Services Offered
Financial PlanningIndividual Portfolio ManagementInstitutional Portfolio ManagementPooled Vehicle Portfolio Management
Compensation Types
Charges Hourly FeeCharges Percentage AUMCharges Performance-Based
Compliance
Disclosures
None reported
State Registrations
FL
Affiliates
Affiliates
Reported 2 business affiliates.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.