Successful Portfolios LLC
Successful Portfolios LLC (CRD# 152429) is a financial advisory firm headquartered in Clearwater, FL. They manage $239,887,365 in 529 accounts and serve the financial needs of clients across 1 states (or territories).
Current Firm Details
By the Numbers
-
Total Assets Under Management240MILLION
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Total Number of Accounts529ACCOUNTS
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Average Account Value$453,473
Compensation Options
- A percentage of assets under your management
- Hourly charges
- Performance-based fees
Advisory Services Offered
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for pooled investment vehicles (other than investment companies)
- Portfolio management for businesses (other than small businesses) or institutional clients
Types of Clients
Registered States
Registered Investment Advisor
The map below shows states where this firm has explicit registration only.
FL
Financial Advisors at Successful Portfolios LLC
1
Joseph Baer (CRD# 5866418) is an Investment Advisor Representative working at Successful Portfolios LLC in Clearwater, FL and has over 13 years of experience in the finance industry.
2
Harley Evans (CRD# 722995) is an Investment Advisor Representative working at Successful Portfolios LLC in Clearwater, FL and has over 30 years of experience in the finance industry.
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