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Home > Retirement Planners > florida > tampa > E. BATOFF & CO., INC.
E. BATOFF & CO., INC.
1401 E 22nd Ave
Tampa, Florida 33605
Tel: 8132483467
About E. BATOFF & CO., INC.
E BATOFF & CO, INC, formally registered with the SEC as E BATOFF & CO, INC. The firm was established in 02/03/2003. They have over 1 offices throughout the country.
E. BATOFF & CO., INC. is a Tampa, Florida based Financial Planning firm with nearly $227,700,000 assets under management, offering retirement planning & investment advisory services to 48 clients. The firm is staffed with 1 experienced financial planners.
Firm Information
| SEC Current Status | Approved |
|---|---|
| Firm CRD# | 124815 |
| SEC# | 801-61788 |
| Assets Managed by Firm | $227,700,000 |
| No. of Clients | 48 |
| No. of Advisors | 1 |
Fee Structure
- A percentage of AUM
Advisory Services Provided
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
Firm Client Information
| No. of Clients | AUM | |
|---|---|---|
| Firm Total | 48 | $227,700,000 |
| Individuals (other than high net worth individuals) | 15 | $28,000,000 |
| High net worth individuals | Fewer than 5 clients | $198,000,000 |
| Pension and profit sharing plans | Fewer than 5 clients | $1,700,000 |
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