Unclaimed Profile

Douglas William Case

ADVANCED INVESTMENT PARTNERS, LLC·SAFETY HARBOR, Florida

Clean recordADVANCED INVESTMENT PARTNERS, LLC

100 MAIN STREET, #301, SAFETY HARBOR, FL 34695CRD# 4360788Firm CRD# 149670

Profile Verification

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

Identity

Douglas William Case · SAFETY HARBOR, FL

Registration

CRD #4360788 · ADVANCED INVESTMENT PARTNERS, LLC

Brand Profile

Not yet started

Disclosure history

Clean record · no disclosure events on file

About

Douglas William Case is a registered financial advisor based in SAFETY HARBOR, Florida, affiliated with ADVANCED INVESTMENT PARTNERS, LLC. This profile is generated from public SEC and FINRA registration data.

Focus Areas

Specialties

Investment Management

Wealth Management

Client Types

Individuals

Institutional Investors

Introduction

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Firm Overview

Firm

ADVANCED INVESTMENT PARTNERS, LLC

AUM

$664M

Regulatory assets under management

Employees

Total firm employees

View all advisors at ADVANCED INVESTMENT PARTNERS, LLC →

Services

Portfolio management (individuals)

Portfolio management (pooled investments)

Selection of other advisers

Background

Compensation

Percentage of AUM

Performance-based fees

Regulatory

SEC/IARD CRD# 4360788

Firm CRD# 149670

View on FINRA BrokerCheck →

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Frequently Asked Questions

What services does Douglas William Case offer?

Douglas William Case specializes in Investment Management, Wealth Management. Contact their office in SAFETY HARBOR, Florida for a consultation.

What are Douglas William Case's credentials?

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

Where is Douglas William Case located?

Douglas William Case is based in SAFETY HARBOR, Florida, working with ADVANCED INVESTMENT PARTNERS, LLC. Their office serves clients in the SAFETY HARBOR metropolitan area and surrounding communities.

How does Douglas William Case charge for services?

Douglas William Case'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 ADVANCED INVESTMENT PARTNERS, LLC?

ADVANCED INVESTMENT PARTNERS, LLC has approximately 9 employees and manages $664M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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