Statler Financial Services, Inc.
Statler Financial Services, Inc. (CRD# 140650) is a financial advisory firm headquartered in Sebring, FL. They manage $40,109,609 in 426 accounts and serve the financial needs of clients across 5 states (or territories).
Current Firm Details
By the Numbers
-
Total Assets Under Management40MILLION
-
Total Number of Accounts426ACCOUNTS
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Average Account Value$94,154
Compensation Options
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
Advisory Services Offered
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
- Educational seminars/workshops
Types of Clients
Registered States
Registered Investment Advisor
The map below shows states where this firm has explicit registration only.
FL, NJ, PA, TN, TX
Financial Advisors at Statler Financial Services, Inc.
1
Phillip Statler (CRD# 2555007) is an Investment Advisor Representative working at Statler Financial Services, Inc. in Sebring, FL and has over 26 years of experience in the finance industry.
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