CPA Asset Management Group LLC
Legal Name: CPA ASSET MANAGEMENT GROUP, LLC
Full Contact Details
CPA Asset Management Group LLC
101 N. CLEMATIS STREET, SUITE 220, WEST PALM BEACH, FL
561-659-3301
561-659-3609
Other Info
CPA Asset Management Group LLC, a Florida-based Limited Liability Company, has been successfully serving two clients for over 20 years. The company boasts a small but highly specialized team of five employees, four of whom are in advisory roles. As per its latest SEC report, the company's registration was approved in June 2000, indicating its financials are up-to-date and in compliance with regulatory requirements.
Direct Owners
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HILLARY KAITLAND SMITH
CHIEF COMPLIANCE OFFICER owns less than 5%
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MARK BRADLEY ELHILOW
PRESIDENT/SECRETARY/MANAGING MEMBER owns more than 50% but less than 75%
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RONALD GREGORY SMITH
VICE PRESIDENT/MANAGING MEMBER owns more than 25% but less than 50%