Vault-13

Managers in Belleair Beach, FL

United States · 13 asset managers within 25 km (1 in Belleair Beach itself) · 55 wealth managers, banks and others

Belleair BeachWest Palm BeachPalm Beach GardensWellingtonClearwaterTampaOrlandoMaitlandLake MaryBrandon
managers in the town (circle area)this placePick a circle to see who is there. Where places crowd, the map shows the largest; the lists below have them all.

Nearby: Tampa, FL 88 · Saint Petersburg, FL 26 · Clearwater, FL 10 · Largo, FL 2 · Safety Harbor, FL 1 · Tarpon Springs, FL 1 · Anna Maria, FL 1

Asset managers in and around Belleair Beach

#Manager People here Assets Visa salary
1 DUNCAN FINANCIAL PLANNING ADVISORS Clearwater, Safety Harbor 5
2 AGIS MANAGEMENT LLC Clearwater $220.2m about 4main office $220.2m
3 NIGHTVIEW CAPITAL, LLC hedge funds · Clearwater $171.9m about 4main office $171.9m
4 Chandler Asset Management, Inc. institutions · Clearwater $45.3bn 3 $45.3bn
5 Simplicity Wealth,LLC Clearwater $4.3bn 3 $4.3bn
6 SEMINOLE ADVISORY SERVICES, LLC real estate · Largo $242.5m about 3main office $242.5m
7 DAN THORNSBERRY CAPITAL ADVISORS, LLC Belleair Beach about 1main office
8 JONES FINANCIAL COMPANIES LLLP mutual funds, futures, wealth · Clearwater EDWARD JONES · 4 related pages $1.0tn office $1.0tn
9 Deuterium Capital Management, LLC hedge funds, futures · Clearwater $603.7m office $603.7m
10 Lighthouse Financial LLC Largo $192.7m based here $192.7m
11 Unify Financial Advisors Clearwater $108.3m based here $108.3m
12 BROTHERS MANAGEMENT GROUP, LLC hedge funds · Clearwater office
13 SECURE NET MANAGEMENT LLC Clearwater office

13 families; one row per corporate family, linking to its largest page.

Offices and the people at each come from SEC filings (Form ADV: the main office and up to 25 others); 13F filers that file no Form ADV are placed by the address on their filing. “Asset managers” leaves out firms whose clients are mainly individuals (wealth managers), banks, insurers and companies that only file a 13F; the other filters show them. Places from GeoNames (CC BY 4.0), map outlines from Natural Earth.