← Back to searchVisit website
CPA INVESTMENT SOLUTIONS, INC.
CRD 144888
7250 KYLE COURT, SARASOTA, FL, 34240, United States
Phone
941-923-1831
Fax
941-923-8647
Registration
— (—)
Source
State registered
Total AUM
$49.2M
Discretionary AUM
$49.2M
Team
1 total employees; 1 advisory reps
Clients
26-50
Fees
Percentage of AUM; Hourly charges; Fixed fees
Org form
Corporation
Filing date
2026-03-16
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 27 | $8.7M |
| High net worth individuals | 13 | $40.6M |
All web addresses on file
Official SEC filing: View on IAPD