Adviser Profile

As of Date 10/11/2024
Registration status Terminated
ADV Location ST. PETERSBURG, FL, United States
Contact Info 808 xxxxxxx
AUM* 0
of that, discretionary 0
Number of Employees 2
of those in investment advisory functions 1
Private Fund GAV* 0
SMA’s No
Private Funds 0

Adviser Type

- No longer eligible

Client Types

Advisory Activities

- Financial planning services
- Portfolio management for individuals and/or small businesses

Compensation Arrangments

- A percentage of assets under your management

Reported AUM

1 1 1 1
2022 2023
Discretionary
Non-discretionary

Private Funds

No private funds

Employees

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Brochure Summary