CASE PEARLMAN RETIREMENT PLAN ADVISORS, LLC

FORT MYERS, Florida·2 registered advisors·CRD# 148892
SEC# 801-798080239-482-8002
01

Firm Overview

AUM
$478M
Regulatory assets under management
Employees
6
Total firm employees
Advisors
2
Registered representatives
02

Services & Fees

Advisory Services
Publication of periodicals/newsletters
Compensation
Percentage of AUM
03

Specialties

Fee-Only Advisory
04

Advisors at CASE PEARLMAN RETIREMENT PLAN ADVISORS, LLC

2 registered advisors
Dennis Marc Pearlman
FORT MYERS, Florida
Thomas Dewey Case
FORT MYERS, Florida
ChFC
05

Office Locations

FORT MYERS, Florida
2 advisors

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Data sourced from SEC Form ADV filings. CASE PEARLMAN RETIREMENT PLAN ADVISORS, LLC (CRD# 148892) is registered with the SEC as an investment adviser. View the firm's full regulatory filing at adviserinfo.sec.gov.