AdvisorOS Directory
Claim Profile
RL

Ronald John Lumley

SKYBOX FINANCIAL GROUP, INC.·BRADENTON, Florida
Unclaimed Profile
8792 SR 70, BRADENTON, FL 34202CRD# 1673760Firm CRD# 149094
01

About

Ronald John Lumley is a registered financial advisor based in BRADENTON, Florida, affiliated with SKYBOX FINANCIAL GROUP, INC.. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Financial Planning
Investment Management
Client Types
Individuals
High Net Worth Individuals
03

Firm Overview

Firm
TRUVESTMENTS CAPITAL LLC
TRUVESTMENTS CAPITAL LLC
AUM
$123M
Regulatory assets under management
Employees
7
Total firm employees
View all advisors at TRUVESTMENTS CAPITAL LLC →
Services
Financial planning
Portfolio management (individuals)
Security ratings or pricing services
Other
04

Background

Compensation
Percentage of AUM
Hourly charges
Subscription fees
Other: THIRD PARTY ADVISORY FEES
Regulatory
SEC/IARD CRD# 1673760
Firm CRD# 149094
No disclosures on file
View on FINRA BrokerCheck →

Looking for a financial advisor in BRADENTON?

Browse all registered financial advisors in BRADENTON, Florida or claim this profile if it's yours.

Browse BRADENTON AdvisorsAre you this advisor? Claim profile

Looking to grow your practice?

Coastal Wealth affiliated advisors get enhanced profiles, priority placement, and access to a national client network.

Learn More About Coastal Wealth
05

Frequently Asked Questions

What services does Ronald John Lumley offer?
Ronald John Lumley specializes in Financial Planning, Investment Management. Contact their office in BRADENTON, Florida for a consultation.
What are Ronald John Lumley's credentials?
Ronald John Lumley is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Ronald John Lumley located?
Ronald John Lumley is based in BRADENTON, Florida, working with SKYBOX FINANCIAL GROUP, INC.. Their office serves clients in the BRADENTON metropolitan area and surrounding communities.
How does Ronald John Lumley charge for services?
Ronald John Lumley's firm is compensated through percentage of aum, hourly charges, subscription fees, other: third party advisory fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is SKYBOX FINANCIAL GROUP, INC.?
SKYBOX FINANCIAL GROUP, INC. has approximately 7 employees and manages $123M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
Not sure what to look for in an advisor?
Try our free Advisor Match Quiz →
Other advisors in BRADENTON
Tyler James Pullen — PULLEN INVESTMENT MANAGEMENTSteven Terry Setchfield — SETCHFIELD ASSOCIATES LLCCharles Bradley Campbell — BREITER CAPITAL MANAGEMENT INCThomas Herman Breiter — BREITER CAPITAL MANAGEMENT INCWilliam Erastus Middlebrooks — PENINSULA ASSET MANAGEMENT INC
Nearby cities in Florida
MIAMI (1221)TAMPA (396)BOCA RATON (391)CORAL GABLES (291)WEST PALM BEACH (251)
City Guides
MIAMI GuideTAMPA GuideBOCA RATON GuideCORAL GABLES GuideWEST PALM BEACH Guide
Research
Advisor Fees in FloridaNational Fee Analysis
Browse by specialty
Investment ManagementRetirement PlanningWealth ManagementFinancial PlanningFee-Only AdvisoryFinancial Education
Request removal of this profile