Selected Objectives LLC
Firm details
- Headquarters
- Port Saint Lucie, Florida
- CRD number
- 337992
- Fee structure
- Percentage of AUM
- Services
- Portfolio Management for IndividualsPortfolio Management for Institutional Clients
Firm profile
FINTRXOverview
Selected Objectives LLC is organized as a limited liability company owned by an individual. The firm provides discretionary portfolio management services for both individuals and small businesses, as well as for businesses or institutional clients. Its stated fee model is a percentage-of-assets-under-management arrangement. The adviser is not identified as a multi-state adviser, is not classified as a capital allocator, and does not describe itself as an active ESG investor or a pension consultant. The firm's public profile lists an industry affiliation with an insurance company.
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
1 of 1
Peter Bisulca
Financial RepresentativeCRD 2367777
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
Port Saint Lucie, FL
Saint Lucie
Location
Port Saint Lucie, FL
Headquartered in Port Saint Lucie, FL, anchoring the Miami-Port St. Lucie-Fort Lauderdale, FL metro in the South.
- Metro area
- Miami-Port St. Lucie-Fort Lauderdale, FL
- Region
- South
- County
- Saint Lucie
- Address
- 521 Se Monet Dr
- Time zone
- ET (UTC-5)
- Office locations
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