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Michelle Lee Petock

DATUM 9 ANALYTICS LLC·MIAMI BEACH, Florida
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119 WASHINGTON AVE, MIAMI BEACH, FL 33139CRD# 6961976Firm CRD# 283863
01

About

Michelle Lee Petock is a registered financial advisor based in MIAMI BEACH, Florida, affiliated with DATUM 9 ANALYTICS LLC. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Retirement Planning
Client Types
Pension & Retirement Plans
03

Firm Overview

Firm
DATUM 9 ANALYTICS LLC
DATUM 9 ANALYTICS LLC
AUM
$132M
Regulatory assets under management
Employees
6
Total firm employees
View all advisors at DATUM 9 ANALYTICS LLC →
Services
Pension consulting
04

Background

Compensation
Percentage of AUM
Performance-based fees
Regulatory
SEC/IARD CRD# 6961976
Firm CRD# 283863
No disclosures on file
View on FINRA BrokerCheck →

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05

Frequently Asked Questions

What services does Michelle Lee Petock offer?
Michelle Lee Petock specializes in Retirement Planning. Contact their office in MIAMI BEACH, Florida for a consultation.
What are Michelle Lee Petock's credentials?
Michelle Lee Petock is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Michelle Lee Petock located?
Michelle Lee Petock is based in MIAMI BEACH, Florida, working with DATUM 9 ANALYTICS LLC. Their office serves clients in the MIAMI BEACH metropolitan area and surrounding communities.
How does Michelle Lee Petock charge for services?
Michelle Lee Petock'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 DATUM 9 ANALYTICS LLC?
DATUM 9 ANALYTICS LLC has approximately 6 employees and manages $132M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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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
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