Managemy401 K.Com, LLC is a pension cosultant based in New Port Richey. It manages $8.71 million of regulatory assets for 39 client accounts. It has been registered with the SEC as an adviser since 2007 and has operated in the jurisdiction of Florida.
Managemy401 K.Com provides portfolio management for individuals and small businesses, portfolio management for businesses and institutional clients, and selection of other advisers. It doesn't provide financial planning services to its clients. On top of advisory services, the firm doesn't engage in other business activities.
The assets under management (AUM) of Managemy401 K.Com, LLC is $8.71 million, all of which is managed in discretionary accounts. The firm's AUM has grown by 107% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.
The advisory firm has several streams of revenue. Clients pay Managemy401 K.Com, LLC for their services and products based on a percentage of assets under management, subscription fees, and fixed fees. Compensation based on assets under management promotes a long-term relationship between a client and the adviser and helps align mutual interests. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.
The principal office where Managemy401 K.Com, LLC performs its advisory services is located at 5328 Trouble Creek Road, New Port Richey, FL 34652, which is also the mailing address of the firm. It doesn’t run an office outside of the United States.
You can reach the main office by calling the phone number 727-807-3371 or by fax 727-843-0143. The normal business hours are 9:00am-5:00pm on Monday - Friday. You can find more information about the New York firm at www.managemy401k.com.