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William Edwin Iii Rumph

ALLEN & COMPANY OF FLORIDA, INC.·LAKELAND, Florida
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1401 SOUTH FLORIDA AVE, LAKELAND, FL 33803CRD# 2541454Firm CRD# 25
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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.

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Focus Areas

Specialties
Financial Planning
Investment Management
Wealth Management
Client Types
Individuals
High Net Worth Individuals
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Firm Overview

Firm
ALLEN & COMPANY OF FLORIDA, LLC
ALLEN & COMPANY OF FLORIDA, LLC
AUM
$1.4B
Regulatory assets under management
Employees
65
Total firm employees
Services
Financial planning
Portfolio management (individuals)
Selection of other advisers
Publication of periodicals/newsletters
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Background

Compensation
Percentage of AUM
Subscription fees
Regulatory
SEC/IARD CRD# 2541454
Firm CRD# 25
10 disclosures on file
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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