SUCCESSFUL MONEY MANAGEMENT OF SARASOTA, INC.

RETIREMENT MONEY MANAGEMENT
SARASOTA, Florida·1 registered advisor·CRD# 145149
SEC# 801-697200941-955-8163
01

Firm Overview

AUM
$27M
Regulatory assets under management
Employees
3
Total firm employees
Advisors
1
Registered representatives
02

Services & Fees

Advisory Services
Financial planning
Portfolio management (individuals)
Charitable organization or education services
Compensation
Percentage of AUM
Hourly charges
Subscription fees
03

Specialties

Financial PlanningInvestment Management
04

Advisors at SUCCESSFUL MONEY MANAGEMENT OF SARASOTA, INC.

1 registered advisor
Robert Lewis Lee
SARASOTA, Florida
05

Office Locations

SARASOTA, Florida
1 advisor

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Data sourced from SEC Form ADV filings. SUCCESSFUL MONEY MANAGEMENT OF SARASOTA, INC. (CRD# 145149) is registered with the SEC as an investment adviser. View the firm's full regulatory filing at adviserinfo.sec.gov.