Philip
Hotz
Gradient Advisors, LLC
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About this Advisor
Philip Hotz is a financial advisor based in Palm Coast, Florida, working with Gradient Advisors, LLC. Philip has previously held positions at Hotz Enterprises Inc, Gradient Advisors, LLC, Fl Group, Inc, Cf Group, Inc, Notary Public, Usfeds, and as an Independent Insurance Agent. Philip has passed the Series 63 and Series 65 regulatory exams and is registered to provide services in Florida and Nevada. Currently, Philip is part of Gradient Advisors, LLC, which operates out of Palm Coast, Florida. The firm has 153 offices and 169 employees. Gradient Advisors, LLC manages assets totaling $218.6 million and serves high-net-worth clients. The services offered by the firm include financial planning services, portfolio management for individuals and small businesses, pension consulting services, and selection of other advisers. The fee structure at Gradient Advisors, LLC includes asset-based, hourly, fixed, and other fees.
Certifications and Registrations
Services Offered
Fee Structure
Office Location
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Gradient Advisors, LLC Brokerage Details
$218,611,410
169
3,222
$67,850
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
- Selection of other advisers
Philip Hotz Work History
Fl Group, Inc
Gradient Advisors, LLC
Usfeds
Fl Group, Inc
Notary Public
Cf Group, Inc
Hotz Enterprises Inc
Independent Insurance Agent
Disclosures
Please visit the SEC profile of Philip Hotz 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 Gradient Advisors, LLC
Woodland Hills, CA
Canton, GA
Saint Paul, MN
Saint Paul, MN
Wilmington, NC
Saint Paul, MN
Greenville, NC
Virginia Beach, VA
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