DOYLE WEALTH MANAGEMENT, LLC

CI DOYLE PRIVATE WEALTH, LLC
ST. PETERSBURG, Florida·3 registered advisors·CRD# 134503
SEC# 801-640340727-898-3063
01

Firm Overview

AUM
$1.6B
Regulatory assets under management
Employees
20
Total firm employees
Advisors
3
Registered representatives
02

Services & Fees

Advisory Services
Financial planning
Portfolio management (individuals)
Selection of other advisers
Publication of periodicals/newsletters
Security ratings or pricing services
Other
Compensation
Percentage of AUM
Hourly charges
Subscription fees
03

Specialties

Financial PlanningInvestment ManagementWealth Management
04

Advisors at DOYLE WEALTH MANAGEMENT, LLC

3 registered advisors
Jillian Duggan Doyle
ST. PETERSBURG, Florida
Robert Kenneth Doyle
ST. PETERSBURG, Florida
Todd B Youngs
ST. PETERSBURG, Florida
05

Office Locations

ST. PETERSBURG, Florida
3 advisors

Research financial advisors

Browse all registered financial advisors or search by location and specialty.

Browse All Advisors
Data sourced from SEC Form ADV filings. DOYLE WEALTH MANAGEMENT, LLC (CRD# 134503) is registered with the SEC as an investment adviser. View the firm's full regulatory filing at adviserinfo.sec.gov.