About
Overview
BBB Accreditation & Rating
About This Business
Products and Services
BBB Accredited Since: 5/4/2012
Years in Business: 17
Business Details
- Local BBB:
- BBB of West Florida
- BBB File Opened:
- 10/5/2010
- Business Started:
- 3/18/2008
- Business Incorporated:
- 3/4/2008
- Type of Entity:
- Limited Liability Company (LLC)
- Business Management:
- Mr. Raul Elizalde, Managing Member
Additional Contact Information
- Principal Contacts
- Mr. Raul Elizalde, Managing Member
- Customer Contacts
- Mr. Raul Elizalde, Managing Member
- Fax numbers
- Primary Fax: (941) 296-7375
Licensing information
This business is in an industry that may require professional licensing, bonding or registration. BBB encourages you to check with the appropriate agency to be certain any requirements are currently being met.
BBB records show a license number of CRD1573563 for this business, issued by Florida Office of Financial Regulation - Division of Securities. The expiration date of this license is 8/31/2026.
Florida Office of Financial Regulation - Division of Securities
675 Piper Blvd Unit 2
Naples FL 34110
BBB records show a license number of 146891 for this business, issued by Florida Office of Financial Regulation - Division of Securities. The expiration date of this license is 8/31/2026.
Florida Office of Financial Regulation - Division of Securities
675 Piper Blvd Unit 2
Naples FL 34110
BBB records show a license number of IA0904107 for this business, issued by Florida Office of Financial Regulation. The expiration date of this license is 12/31/2025.
Florida Office of Financial Regulation
101 E Gaines St
Tallahassee FL 32399
Additional Information
- Refund and Exchange Policy
- We charge fees quarterly, in advance, based on the value of managed assets. We do not prorate charges upon deposits or withdrawals during the quarter, but we refund the unused fee portion whenever a client wishes to cancel the management contract.
- Business Categories
- Financial Services, Retirement Planning Services, Investment Advisory Services, Investment Management
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