HPS SOLUTIONS LLC
Firm details
- Headquarters
- LAKELAND, Florida
- CRD number
- 319461
- Fee structure
- Percentage of AUM
- Services
- Financial PlanningPortfolio Management for IndividualsSelection of Other AdvisersEducational Seminars / Workshops
Firm profile
FINTRXOverview
HPS Solutions LLC operates as a limited liability company focused on providing a range of financial advisory services. The firm specializes in financial planning and portfolio management for individuals and small businesses. HPS Solutions also engages in the selection of other advisers and conducts educational seminars and workshops to enhance client understanding of financial matters. The firm is structured to charge fees based on a percentage of assets under management, aligning its interests with those of its clients.
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
3 of 3Holly Kelley
Tax AccountantCRD 6908542
James Previte
Managing MemberCRD 7526308
Stephen Hamic
Managing PartnerCRD 7523123
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
LAKELAND, FL
POLK
Location
LAKELAND, FL
Headquartered in LAKELAND, FL, anchoring the Orlando-Lakeland-Deltona, FL metro in the South.
- Metro area
- Orlando-Lakeland-Deltona, FL
- Region
- South
- County
- POLK
- Address
- 1905 S Florida Ave
- Time zone
- ET (UTC-5)
- Office locations
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