MANAGEMY401K.COM, LLC
CRD #143754 SEC #801-67885 NEW PORT RICHEY, FL 727-807-3371
SEC Registered
Total AUM
$8.7M
Discretionary
$8.7M
Employees
5
Clients
0
Accounts
39
Firm Details
- Organization Type
- Limited Liability Company
- State of Formation
- Florida
- Fiscal Year End
- DECEMBER
- Registration Date
- --
- Latest Filing
- Sep 1, 2010
- Branch Offices
- --
Advisory Services
No services reported
Compensation Methods
No compensation methods reported
Ownership
Direct Owners & Executive Officers (Schedule A)
| Name | Type | Title / Status | Ownership | Control |
|---|---|---|---|---|
| ATHANASSIE, STEVE | I | MANAGING MEMBER AND CHIEF COMPLIANCE OFFICER | E | |
| ATHANASSIE, STEVE | I | PRESIDENT AND CHIEF COMPLIANCE OFFICER | E | |
| ATHANASSIE, STEVE | I | MANAGING MEMBER AND CHIEF COMPLIANCE OFFICER | E | |
| ATHANASSIE, STEVE | I | MANAGING MEMBER AND CHIEF COMPLIANCE OFFICER | E | |
| CAMPBELL, DOROTHY | I | MEMBER | C | |
| CAMPBELL, DOROTHY | I | EXECUTIVE VICE PRESIDENT | C | |
| CAMPBELL, DOROTHY | I | MEMBER | C | |
| CAMPBELL, DOROTHY | I | MEMBER | C |
Registrations
Federal
IA
Sep 1, 2010 REGISTERED
Notice Filings (1)
FL
Address
5328 TROUBLE CREEK ROADNEW PORT RICHEY, FL 34652
United States
Phone: 727-807-3371