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SUCCESSFUL PORTFOLIOS LLC
CRD 152429 · SEC 801-80702
611 DRUID ROAD EAST, SUITE 407, CLEARWATER, FL, 33756, United States
Phone
727-744-3614
Fax
727-483-7455
Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$281.5M
Discretionary AUM
$259.1M
Team
3 total employees; 3 advisory reps; 3 broker-dealer reps
Clients
101-250
Fees
Percentage of AUM; Hourly charges; Performance-based fees
Org form
Limited Liability Company
Filing date
2026-03-27
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Portfolio management (pooled vehicles)Portfolio management (institutions)
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 194 | $166.5M |
| High net worth individuals | 10 | $108.8M |
| Pooled investment vehicles | 2 | $3.7M |
States served
FL
All web addresses on file
Official SEC filing: View on IAPD