CASE PEARLMAN RETIREMENT PLAN ADVISORS, LLC
CASE PEARLMAN RETIREMENT PLAN ADVISORS, LLC of FORT MYERS, FL is an SEC-registered investment adviser (CRD 148892). Regulatory assets under management: $478.0M.
Registration
- CRD: 148892
- SEC file number: 801-79808
- Type: Registered investment adviser
- Location: 12140 CARISSA COMMERCE COURT, SUITE 104, FORT MYERS, FL, 33966
- Phone: 239-482-8002
- Latest filing: 2021-03-12
- Regulatory AUM: $478.0M
- Discretionary AUM: $453.0M
- Non-discretionary AUM: $25.0M
- Clients: 6
- Accounts: 101
Officers, owners & control persons (2)
| Name | Role | Location |
|---|
| CASE THOMAS DEWEY | MANAGING MEMBER; MANAGING MEMBER - PRINCIPAL; PRINCIPAL | — |
| PEARLMAN DENNIS MARC | MANAGING MEMBER; MANAGING MEMBER/PRESIDENT & CHIEF COMPLIANCE OFFICER; MANAGING MEMBER - PRINCIPAL (+1 more) | — |
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