Unclaimed Profile

William Edwin Iii Rumph

ALLEN & COMPANY OF FLORIDA, INC.·LAKELAND, Florida

ALLEN & COMPANY OF FLORIDA, INC.

1401 SOUTH FLORIDA AVE, LAKELAND, FL 33803CRD# 2541454Firm CRD# 25

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed

Identity

William Edwin Iii Rumph · LAKELAND, FL

Registration

CRD #2541454 · ALLEN & COMPANY OF FLORIDA, INC.

Brand Profile

Not yet started

Disclosure history

10 disclosures on file · See FINRA BrokerCheck for full record

About

William Edwin Iii Rumph is a registered financial advisor based in LAKELAND, Florida, affiliated with ALLEN & COMPANY OF FLORIDA, INC.. This profile is generated from public SEC and FINRA registration data.

Focus Areas

Specialties

Financial Planning

Investment Management

Wealth Management

Client Types

Individuals

High Net Worth Individuals

Introduction

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Firm Overview

Firm

ALLEN & COMPANY OF FLORIDA, LLC

AUM

$1.4B

Regulatory assets under management

Employees

Total firm employees

View all advisors at ALLEN & COMPANY OF FLORIDA, LLC →

Services

Financial planning

Portfolio management (individuals)

Selection of other advisers

Publication of periodicals/newsletters

Background

Compensation

Percentage of AUM

Subscription fees

Regulatory

SEC/IARD CRD# 2541454

Firm CRD# 25

View on FINRA BrokerCheck →

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Frequently Asked Questions

What services does William Edwin Iii Rumph offer?

William Edwin Iii Rumph specializes in Financial Planning, Investment Management, Wealth Management. Contact their office in LAKELAND, Florida for a consultation.

What are William Edwin Iii Rumph's credentials?

William Edwin Iii Rumph is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is William Edwin Iii Rumph located?

William Edwin Iii Rumph is based in LAKELAND, Florida, working with ALLEN & COMPANY OF FLORIDA, INC.. Their office serves clients in the LAKELAND metropolitan area and surrounding communities.

How does William Edwin Iii Rumph charge for services?

William Edwin Iii Rumph's firm is compensated through percentage of aum, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is ALLEN & COMPANY OF FLORIDA, INC.?

ALLEN & COMPANY OF FLORIDA, INC. has approximately 65 employees and manages $1.4B in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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