Overview
Assets Under Management: $187 million
Headquarters: PORT ST LUCIE, FL
High-Net-Worth Clients: 49
Average Client Assets: $1 million
Services Offered
Services: Financial Planning, Portfolio Management for Individuals
Clients
Number of High-Net-Worth Clients: 49
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 33.59
Average High-Net-Worth Client Assets: $1 million
Total Client Accounts: 1,568
Discretionary Accounts: 1,568
Regulatory Filings
CRD Number: 285560
Filing ID: 1988848
Last Filing Date: 2025-05-12 11:21:00
Website: https://motiv8investments.com