Personalized advice for Portfolio
Size of 100K and above
FINRA/SEC Registered Advisors
With so many financial products and solutions available in the market, it is a daunting task to choose the best one for you. We have over 20 years of experience in finding you the best financial planner as per your requirements in the field of retirement planning. Our vetted certified retirement financial planners can help you plan for your dream retirement.
All our retirement planners go through rigorous industry experience, disclosures, and registrations check. Our qualified retirement planners are specialized in investment management, insurance advisory, 401k rollovers, and estate planning. Their work experience ranges from being part of small independent firms to Fortune 500 companies.
Rank | Firm Name | Assets Under Management | Total Clients | Total Advisors | Fee Structure |
---|---|---|---|---|---|
1 | COLUMN PARK ASSET MANAGEMENT, LP 1980 North Atlantic Avenue, Suite 520 Cocoa Beach, FL, 32931 | $186,179,000 | 6 | 4 | A Percentage of AUM, Performance Based |
QualificationsFirm CRD# 169730
Assets Under Management $186,179,000
No. Of Clients6
Clients Per Financial Advisor2
COLUMN PARK ASSET MANAGEMENT, LP is a financial advisory firm situated in Cocoa Beach, Florida. With a nearly $186M assets under management, the firm specializes in crafting personalized retirement planning solutions for 6 clients. The team consists of 4 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.
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