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Home > Retirement Planners > florida > tampa > SUNCOAST EQUITY MANAGEMENT, LLC
SUNCOAST EQUITY MANAGEMENT, LLC
5550 W Executive Dr
Suite 320
Tampa, Florida 33609
Tel: (813) 963-0502
About SUNCOAST EQUITY MANAGEMENT, LLC
SUNCOAST EQUITY MANAGEMENT, LLC, formally registered with the SEC as SUNCOAST EQUITY MANAGEMENT, LLC. The firm was established in 08/08/2003. They have over 3 offices throughout the country.
SUNCOAST EQUITY MANAGEMENT, LLC is a Tampa, Florida based Financial Planning firm with nearly $1,364,799,575 assets under management, offering retirement planning & investment advisory services to 1361 clients. The firm is staffed with 16 experienced financial planners.
Firm Information
| SEC Current Status | Approved |
|---|---|
| Firm CRD# | 108289 |
| SEC# | 801-62262 |
| Assets Managed by Firm | $1,364,799,575 |
| No. of Clients | 1361 |
| No. of Advisors | 16 |
Fee Structure
- A percentage of AUM
Advisory Services Provided
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
Firm Client Information
| No. of Clients | AUM | |
|---|---|---|
| Firm Total | 1361 | $1,364,799,575 |
| Individuals (other than high net worth individuals) | 635 | $285,303,900 |
| High net worth individuals | 145 | $561,618,358 |
| Pension and profit sharing plans | 17 | $18,579,557 |
| Charitable organizations | Fewer than 5 clients | $343,110 |
| Corporations or other businesses | 27 | $56,412,095 |
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