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

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CITADEL ADVISORS LLC Southeast Financial Center, 200 S. Biscayne Blvd., Suite 3300 Miami, FL, 33131	$397,045,307,119	26	2932
RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC 880 Carillon Parkway Saint Petersburg, FL, 33716	$344,868,106,925	1030208	6727
GQG PARTNERS 450 East Las Olas Boulevard, Suite 750 Fort Lauderdale, FL, 33301	$120,567,542,959	727	189
CORIENT 830 Brickell Plaza, Suite 4800 Miami, FL, 33131	$118,191,936,095	97020	845

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