James Pappas Investment Counsel LLC

James Pappas Investment Counsel LLC (CRD# 123373) is a financial advisory firm headquartered in , . They manage $27,021,876 in 27 accounts and serve the financial needs of clients across 2 states (or territories).

Current Firm Details
By the Numbers
  • Total Assets Under Management
    27
    MILLION
  • Total Number of Accounts
    27
    ACCOUNTS
  • Average Account Value
    $1,000,810
Compensation Options
  • A percentage of assets under your management
Advisory Services Offered
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

CT, FL

Financial Advisors at James Pappas Investment Counsel LLC
Showing 1 - 1 of 1 top financial advisors.
1
James Pappas
CRD#: 2541034
Longboat Key, FL
87
Wealthminder
score

James Pappas (CRD# 2541034) is an Investment Advisor Representative working at James Pappas Investment Counsel LLC in Longboat Key, FL and has 1 year of experience in the finance industry.

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