S
$1.0M Total AUM
$1.0M Disc. AUM
-- 3Y CAGR
3 Employees
1 ADV. Clients
2 yrs Firm Age
This is a profile preview from the AdvizorPro Platform.
Request a Free TrialFirm Details
- Custodian
- Interactive Brokers
- Clients
- Retail
- Platforms
- --
- Established Date
- 07-12-2024
- Office Locations
- 1
Office Locations
-- Nokomis FL
About Suncoast Capital Management
Suncoast Capital Management is a Nokomis-based RIA. The firm has been operating for 2 years. Managing $1.0M in total assets under management, with 3 advisory representatives. They custody assets with Interactive Brokers.
Team overview
-- AVG AGE
$333.3K AVG AUM / ADVISOR
$1.0M AVG AUM / CLIENT
2 yrs AVG TENURE
3 Employees
3 Advisory Reps
3 RIA Reps
2yrs Firm Age
Insights
Available
Available
Available
Available
Available
Available
Available
Available
Accredited Investors
Available
Asset Classes
Available
Investment Themes
Available
Investment Vehicles
Available
Services
Available
Owner & Executives
P
PEMRA H LEVINSON
CAO, Chief Compliance Officer
- CRD
- #7884548
- Ownership
- 75% or more
Available
Available
Available
Showing 1 of 1 owners & executives
Unlock allContacts
A
ANTHONY BRIAN FUSCO
--
- CRD
- #2635808
Available
Available
Available
G
GREGORY ROBERT LEVINSON
--
- CRD
- #2224846
Available
Available
Available
Showing 2 of 3 contacts
Unlock allAssets Under Management
Total AUM
Discretionary
Non-Discretionary
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $1,000,000 | -- |
| Non-Discretionary | $0 | -- |
| Total | $1,000,000 | -- |
Want deeper insight
into 45,000+ RIAs?
What you're seeing here is just the starting point.
Separately Managed Accounts
Total SMA Asset: Available
Cash:
Available Equity - Exchange:
Available Derivatives:
Available | Asset class | Assets | Assets % |
|---|---|---|
| Cash | Available | Available |
| Equity - Exchange | Available | Available |
| Derivatives | Available | Available |
| Total | Available | Available |
Continue browsing