ADVICEMIND LLC

Exempt Reporting AdvisorFINRA Member
Total AUM
Accounts
0
Advisory reps
2
Brokerage reps
0
Avg account
$0

Firm details

Headquarters
BRANDON, Florida
CRD number
325992

Firm profile

FINTRX

Overview

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

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

FINTRX

CRM & tech providers

TAMPs used

Clients

FINTRX

Client base

Client personas

Contacts

2 of 2
  • Jamie Shiller

    OwnerCRD 7721593

  • Brian Bailey

    OwnerCRD 7727846

Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

Location

Primary office

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

Similar firms

Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth