Tampa Asset Management, LLC

Tampa Asset Management, LLC (CRD# 148558) is a financial advisory firm headquartered in Lutz, FL. They manage $123,605,764 in 251 accounts and serve the financial needs of clients across 2 states (or territories).

By the Numbers
  • Total Assets Under Management
    124
    MILLION
  • Total Number of Accounts
    251
    ACCOUNTS
  • Average Account Value
    $492,453
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Other
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, TX

Financial Advisors at Tampa Asset Management, LLC
Showing 1 - 2 of 2 top financial advisors.
1
David C. Maddux
CRD#: 3100686
16021 N. Florida Ave., Lutz, FL 33549
93
Wealthminder
score

David Maddux (CRD# 3100686) is an Investment Advisor Representative working at Tampa Asset Management, LLC in Lutz, FL and has over 17 years of experience in the finance industry.

2
Robert B. Garey
CRD#: 1230628
16021 N. Florida Ave., Lutz, FL 33549
83
Wealthminder
score

Robert Garey (CRD# 1230628) is an Investment Advisor Representative working at Tampa Asset Management, LLC in Lutz, FL and has over 32 years of experience in the finance industry.

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