Adviser Profile
| As of Date | 03/11/2021 |
| Registration status | Terminated |
| ADV Location | ST. PETERSBURG, FL, United States |
| AUM* | 704,336,532 |
| of that, discretionary | 696,081,081 |
| Number of Employees | 13 |
| of those in investment advisory functions | 8 |
| Private Fund GAV* | 0 |
| Avg Account Size | 454,118 |
| % High Net Worth | 47.94% |
| SMA’s | Yes |
| Private Funds | 0 |
Adviser Type
- Large advisory firm
Client Types
- Individuals (other than high net worth individuals)
- High net worth individuals
- Charitable organizations
- Insurance companies
- Corporations or other businesses not listed above
Advisory Activities
- Financial planning services
- Portfolio management for individuals and/or small businesses
Compensation Arrangments
- A percentage of assets under your management
- Hourly charges
Reported AUM
696M
597M
497M
398M
298M
199M
99M
2015
2016
2017
2018
2019
2020
2021
Private Funds
No private funds