ADVICEMIND LLC
Firm details
- Headquarters
- BRANDON, Florida
- CRD number
- 325992
Firm profile
FINTRXOverview
Advicemind LLC is an individually owned limited liability company that appears to operate primarily as a sponsor and general partner for pooled investment vehicles rather than as a conventional wealth manager with retail advisory relationships. The firm is classified as unclassified in the available data, is not identified as a multi-state adviser or pension consultant, and is not flagged as an active ESG investor. Its documented industry roles include acting as an investment adviser and sponsor, serving as GP, and functioning as managing member of pooled investment vehicles.
Assets & Accounts
Investments & Alternatives
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Contacts
2 of 2Jamie Shiller
OwnerCRD 7721593
Brian Bailey
OwnerCRD 7727846
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
BRANDON, FL
HILLSBOROUGH
Location
BRANDON, FL
Headquartered in BRANDON, FL, in the South of the United States.
- Region
- South
- County
- HILLSBOROUGH
- Address
- 1034 E Brandon Blvd
- Time zone
- ET (UTC-5)
- Office locations
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