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Eric Daniel Warlick

ROUTE 20 PRIVATE WEALTH INC.·FORT LAUDERDALE, Florida
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401 EAST LAS OLAS BLVD., SUITE 1400, FORT LAUDERDALE, FL 33301CRD# 2635745Firm CRD# 332581
01

About

Eric Daniel Warlick is a registered financial advisor based in FORT LAUDERDALE, Florida, affiliated with ROUTE 20 PRIVATE WEALTH INC.. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Investment Management
Wealth Management
Client Types
Individuals
Institutional Investors
03

Firm Overview

Firm
ROUTE 20 PRIVATE WEALTH INC.
ROUTE 20 PRIVATE WEALTH INC.
AUM
$5M
Regulatory assets under management
Employees
6
Total firm employees
View all advisors at ROUTE 20 PRIVATE WEALTH INC. →
Services
Portfolio management (individuals)
Portfolio management (pooled investments)
Selection of other advisers
04

Background

Compensation
Percentage of AUM
Performance-based fees
Regulatory
SEC/IARD CRD# 2635745
Firm CRD# 332581
No disclosures on file
View on FINRA BrokerCheck →

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Frequently Asked Questions

What services does Eric Daniel Warlick offer?
Eric Daniel Warlick specializes in Investment Management, Wealth Management. Contact their office in FORT LAUDERDALE, Florida for a consultation.
What are Eric Daniel Warlick's credentials?
Eric Daniel Warlick is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Eric Daniel Warlick located?
Eric Daniel Warlick is based in FORT LAUDERDALE, Florida, working with ROUTE 20 PRIVATE WEALTH INC.. Their office serves clients in the FORT LAUDERDALE metropolitan area and surrounding communities.
How does Eric Daniel Warlick charge for services?
Eric Daniel Warlick's firm is compensated through percentage of aum, performance-based fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is ROUTE 20 PRIVATE WEALTH INC.?
ROUTE 20 PRIVATE WEALTH INC. has approximately 6 employees and manages $5M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Other Advisors at ROUTE 20 PRIVATE WEALTH INC.

Peter Eric Weitz
FORT LAUDERDALE, FL
Lawrence Wolfe
FORT LAUDERDALE, FL

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Research
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