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OSCEOLA CAPITAL MANAGEMENT
4030 W Boy Scout Blvd
Suite 915
Tampa, Florida 33607
Tel: 813-792-6559
About OSCEOLA CAPITAL MANAGEMENT
OSCEOLA CAPITAL MANAGEMENT, formally registered with the SEC as OSCEOLA CAPITAL MANAGEMENT. The firm was established in 04/30/2021. They have over 1 offices throughout the country.
OSCEOLA CAPITAL MANAGEMENT is a Tampa, Florida based Financial Planning firm with nearly $361,219,000 assets under management, offering retirement planning & investment advisory services to 4 clients. The firm is staffed with 10 experienced financial planners.
Firm Information
| SEC Current Status | Approved |
|---|---|
| Firm CRD# | 301565 |
| SEC# | 801-121015 |
| Assets Managed by Firm | $361,219,000 |
| No. of Clients | 4 |
| No. of Advisors | 10 |
Fee Structure
- A percentage of AUM
- Performance Based
Advisory Services Provided
- Portfolio management for pooled investment vehicles
Firm Client Information
| No. of Clients | AUM | |
|---|---|---|
| Firm Total | 4 | $361,219,000 |
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