SUCCESSFUL PORTFOLIOS LLC

611 Druid Road East
Suite 407
Clearwater, Florida 33756
Tel: 727-744-3614

About SUCCESSFUL PORTFOLIOS LLC

SUCCESSFUL PORTFOLIOS LLC, formally registered with the SEC as SUCCESSFUL PORTFOLIOS LLC. The firm was established in 01/02/2015. They have over 1 offices throughout the country.

SUCCESSFUL PORTFOLIOS LLC is a Clearwater, Florida based Financial Planning firm with nearly $239,887,365 assets under management, offering retirement planning & investment advisory services to 529 clients. The firm is staffed with 2 experienced financial planners.

Firm Information

SEC Current Status	Approved
Firm CRD#	152429
SEC#	801-80702
Assets Managed by Firm	$239,887,365
No. of Clients	529
No. of Advisors	2

Fee Structure

A percentage of AUM
Hourly charges
Performance Based

Advisory Services Provided

Financial planning services
Portfolio management for individuals and/or small businesses
Portfolio management for pooled investment vehicles
Portfolio management for businesses or institutional clients

Firm Client Information

	No. of Clients	AUM
Firm Total	529	$239,887,365
Individuals (other than high net worth individuals)	169	$112,706,075
High net worth individuals	12	$108,165,803
Pension and profit sharing plans	Fewer than 5 clients	$1,867,728
Charitable organizations	Fewer than 5 clients	$5,448,344

More Retirement Planning firms in Clearwater, Florida:

Firm Name	Assets Under Management	Total Clients	Total Advisors

Explore More Retirement Advisors in Clearwater, Florida

RetirementPlanning.net is a wholly-owned brand of the Respond.com Inc. ("Respond") family. Respond is registered with the U.S. Securities and Exchange Commission as an investment adviser, and operates through various subsidiaries and brands that provide financial education. RetirementPlanning.net matches and refers investors to qualified financial professionals that have elected to participate in our matching platform. RetirementPlanning.net, Respond, and Respond's other subsidiaries and brands do not manage investor assets or otherwise render investment or financial planning advice beyond the referral of investors to qualified financial professionals. By using this website, you agree to our terms and conditions.