Statler Financial Services, Inc.

Statler Financial Services, Inc. (CRD# 140650) is a financial advisory firm headquartered in Sebring, FL. They manage $11,702,634 in 154 accounts and serve the financial needs of clients across 3 states (or territories).

By the Numbers
  • Total Assets Under Management
    12
    MILLION
  • Total Number of Accounts
    154
    ACCOUNTS
  • Average Account Value
    $75,991
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Other
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Selection of other advisers (including private fund managers)
  • Educational seminars/workshops
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.

FL, NJ, PA

Financial Advisors at Statler Financial Services, Inc.
Showing 1 - 1 of 1 top financial advisors.
1
Phillip W. Statler
CRD#: 2555007
803 Us Highway 27 South, Sebring, FL 33870
93
Wealthminder
score

Phillip Statler (CRD# 2555007) is an Investment Advisor Representative working at Statler Financial Services, Inc. in Sebring, FL and has over 18 years of experience in the finance industry.

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