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Douglas William Case

ADVANCED INVESTMENT PARTNERS, LLC·SAFETY HARBOR, Florida
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100 MAIN STREET, #301, SAFETY HARBOR, FL 34695CRD# 4360788Firm CRD# 149670
01

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.

02

Focus Areas

Specialties
Investment Management
Wealth Management
Client Types
Individuals
Institutional Investors
03

Firm Overview

Firm
ADVANCED INVESTMENT PARTNERS, LLC
ADVANCED INVESTMENT PARTNERS, LLC
AUM
$664M
Regulatory assets under management
Employees
9
Total firm employees
View all advisors at ADVANCED INVESTMENT PARTNERS, LLC →
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# 4360788
Firm CRD# 149670
No disclosures on file
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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Other advisors in SAFETY HARBOR
Michael Gerard Rogan — ROGAN & ASSOCIATES, INC.Edwin Robinson Foss — ROGAN & ASSOCIATES, INC.David Alan Dykstra — ADVANCED INVESTMENT PARTNERS, LLCMatie Suzanne Krebs — ADVANCED INVESTMENT PARTNERS, LLCSteven Alexander Greczek — GALBRAITH CAPITAL INVESTMENT MANAGEMENT CORP
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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