CAIM LLC
Longboat Key, FL
AUM
$318.0M
Financial PlanningWealth MgmtTrusts & Estates
Team
2 advisors
Clients
0
Fees
Percentage of AUM; SUBADVISOR FEES
941-388-7249
Filter by name, location, or specialty. All data from public SEC filings.
Showing Financial Planning advisors in FL, LONGBOAT KEY
2 advisers found
Longboat Key, FL
AUM
$318.0M
Team
2 advisors
Clients
0
Fees
Percentage of AUM; SUBADVISOR FEES
941-388-7249
Longboat Key, FL
AUM
$14.2M
Team
2 advisors
Clients
1-10
Fees
Percentage of AUM · Hourly charges +1 more
609-786-2412