Cayside Partners

Cayside Partners (CRD# 306090) is a financial advisory firm headquartered in Jupiter, FL. They manage $162,495,036 in 44 accounts and serve the financial needs of clients across 2 states (or territories).

Current Firm Details
364 Cypress Drive, Suite 202, Jupiter, FL 33469
https://caysidepartners.com
By the Numbers
  • Total Assets Under Management
    162
    MILLION
  • Total Number of Accounts
    44
    ACCOUNTS
  • Average Account Value
    $3,693,069
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

FL, NH

Financial Advisors at Cayside Partners
Showing 1 - 3 of 3 top financial advisors.
1
Todger Strunk, financial advisor Jupiter FL
Todger A. Strunk
CRD#: 5161511
364 Cypress Drive, Suite 202, Jupiter, FL 33469

Todger Strunk (CRD# 5161511) is an Investment Advisor Representative working at Cayside Partners in Jupiter, FL and has over 16 years of experience in the finance industry.

2
Samantha Albert, financial advisor Jupiter FL
Samantha Albert
CRD#: 7255765
364 Cypress Drive, Suite 202, Jupiter, FL 33469

Samantha Albert (CRD# 7255765) is an Investment Advisor Representative working at Cayside Partners in Jupiter, FL and has 1 year of experience in the finance industry.

3
Tanner Strunk, financial advisor Jupiter FL
Tanner Strunk
CRD#: 6079179
364 Cypress Drive, Suite 202, Jupiter, FL 33469

Tanner Strunk (CRD# 6079179) is an Investment Advisor Representative working at Cayside Partners in Jupiter, FL and has over 9 years of experience in the finance industry.

Our primary data source is public filings of Form ADV as published by the Securities and Exchange Commission (SEC) and made available in accordance with the Freedom of Information Act (FOIA). Supplementary information may be provided by listed advisors or their representatives.

Because many firms provide a variety of products or services, an individual may or may not be registered to operate under all services provided by the firm.

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