Overview
Assets Under Management: $228 million
Headquarters: TAMPA, FL
Services Offered
Services: Portfolio Management for Individuals, Portfolio Management for Institutional Clients
Clients
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 86.65
Total Client Accounts: 48
Discretionary Accounts: 43
Non-Discretionary Accounts: 5
Regulatory Filings
CRD Number: 124815
Last Filing Date: 2024-03-26 00:00:00
Website: https://verizon.net