SUCCESSFUL PORTFOLIOS LLC
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
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
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