SEMINOLE ADVISORY SERVICES, LLC
Firm details
- Headquarters
- BELLEAIR BLUFFS, Florida
- CRD number
- 148975
- Registered since
- January 2, 2009
- Fee structure
- Percentage of AUM
- Client types
- Pooled Investment Vehicles100%
- Services
- Portfolio Management for Pooled Investment Vehicles
Firm profile
FINTRXOverview
Seminole Advisory Services, LLC is a domestic limited liability company registered with the SEC in 2009 that operates as a manager of pooled real estate investment vehicles for institutional clients. The firm’s business centers on portfolio management for pooled investment vehicles and it is classified as a real estate fund manager rather than a broad capital allocator. Fee arrangements are expressed as a percentage of assets under management. Seminole reports an industry affiliation with real estate brokerage activity and does not describe itself as an active ESG investor or a multi-state adviser.
Assets & Accounts
Investments & Alternatives
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Owners & executives
1 of 1CHRISTOPHER DIAZ
Co-CEOCRD 5133692
Contacts
3 of 3ROBERT BANKS
FounderCRD 1879397
TIMOTHY FETTER
PrincipalCRD 3154552
KRISTOPHER DUNLOP
PrincipalCRD 7090054
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
BELLEAIR BLUFFS, FL
PINELLAS
Location
BELLEAIR BLUFFS, FL
Headquartered in BELLEAIR BLUFFS, FL, in the South of the United States.
- Region
- South
- County
- PINELLAS
- Address
- 455 Indian Rocks Rd N
- Time zone
- ET (UTC-5)
- Office locations
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