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- Custodian
- Altruist ยท Interactive Brokers
- Clients
- Retail
- Platforms
- --
- Established Date
- 04-21-2003
- Office Locations
- 1
Office Locations
About None
Panama City, FL fee-only advisor focused on retirement planning and portfolio income. Provides a private concierge approach across investments, tax and estate risks, building allocations for growth, bond and dividend income, hedging, capital preservation and tax efficiency. Client accounts are custodied at a discount broker (Interactive Brokers), with the firm preparing setup/funding paperwork and offering real-time online viewing and optional monthly bank deposits.
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Owner & Executives
NORBERT DANIEL RUDEK
Portfolio Manager, President
- CRD
- #2021532
- Ownership
- 75% or more
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No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $3,941,127 | -- |
| Non-Discretionary | $0 | -- |
| Total | $3,941,127 | -- |
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Separately Managed Accounts
Total SMA Asset: $3,941,127
| Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | $3,689,052,730 | 44.0% |
| Cash | $4,695,158,020 | 56.0% |
| Total | $8,384,210,750 | 100.0% |