Falists
← Back to search

401KARAT

CHAIRVOLOTTI FINANCIAL, INC.

CRD 305825

Visit website

631 SOUTH ORLANDO AVENUE, SUITE 103, WINTER PARK, FL, 32789, United States

Phone

(321) 280-8400

Fax

(321) 406-1592

Registration

— (—)

Source

State registered

Total AUM

Discretionary AUM

Team

1 total employees; 1 advisory reps

Clients

Fees

Percentage of AUM; Fixed fees

Org form

Corporation

Filing date

2026-02-19

Disciplinary history

No

Services

MODEL PORTFOLIO MANAGEMENT IS OFFERED TO RETIREMENT PLANS, PLAN SPONSORS, AND PLAN PARTICIPANTS.

All web addresses on file

Official SEC filing: View on IAPD