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SUCCESSFUL PORTFOLIOS LLC
Tel: 727-744-3614
611 Druid Road East Suite 407
Clearwater, Florida 33756
SUCCESSFUL PORTFOLIOS LLC
SUCCESSFUL PORTFOLIOS LLC is a Clearwater, Florida based financial advisory firm with nearly $239,887,365 in assets under management and provides investment advisory services for 529 clients. There are currently 2 financial advisors at the firm.
General Information
Advisory Services Provided:
Financial planning services , Portfolio management for individuals and/or small businesses , Portfolio management for pooled investment vehicles , Portfolio management for businesses or institutional clients
Fee Structure:
A percentage of AUM, Hourly charges, Performance Based
Firm CRD#:
152429
SEC#:
801-80702
No. of Clients:
529
Assets under Management
$239,887,365
No. of Advisors:
2
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