Erik
Popham
Compound Family Offices, LLC
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About this Advisor
Erik Popham is a financial advisor based in Sarasota, Florida, working with Compound Family Offices, LLC. Erik has previously held positions at Genspring Family Offices, LLC, Genspring | Suntrust Private Wealth Management, and Compound Family Offices, LLC. Erik is registered to provide services in Florida. Currently, Erik is part of Compound Family Offices, LLC, which operates out of Sarasota, Florida. The firm has 6 employees and manages assets totaling $463.7 million. The firm serves a variety of clients, including charitable organizations and high-net-worth individuals. The services offered by the firm include financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, and selection of other advisers. The fee structure at Compound Family Offices, LLC includes asset-based and hourly fees.
Certifications and Registrations
Services Offered
Fee Structure
Office Location
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Compound Family Offices, LLC Brokerage Details
$463,668,532
6
280
$1,655,959
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
- Selection of other advisers
Erik Popham Work History
Compound Family Offices, LLC
Genspring | Suntrust Private Wealth Management
Genspring Family Offices, LLC
Disclosures
Please visit the SEC profile of Erik Popham to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
Financial Advisors at Compound Family Offices, LLC
Sarasota, FL
Sarasota, FL
Sarasota, FL
Sarasota, FL
Sarasota, FL
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