SUCCESSFUL PORTFOLIOS LLC - Financial Advisor in Florida, Clearwater

Tel: 727-744-3614 611 Druid Road East Suite 407 Clearwater, Florida 33756

About 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

Firm CRD#:

152429

Firm SEC#:

801-80702

Assets Under Management:

$239,887,365

No. of Clients:

529

No. of Advisors:

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

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Financial AdvisorFirmCRD#SEC#No. of ClientsNo. of AdvisorsAUM

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