SUCCESSFUL PORTFOLIOS LLC
SEC Form ADV profile.
Total regulatory AUM
$281,529,332
Discretionary
$259,068,216
Non-discretionary
$22,461,116
Firm details
- CRD number
- 152429
- SEC file number
- 801-80702
- Main office
- CLEARWATER, FL, United States
- Employees
- 3
- SEC status
- Approved
- Fee structure
-
Percentage of AUM Hourly Performance-based
As of November 2026.