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W R Mahood Asset Management, Inc. (Seminole)


W R Mahood Asset Management, Inc. is a large advisory firm based in Seminole. It manages $98.7 million of regulatory assets for 4 client accounts. It has been registered with the SEC as an adviser since 2001 and has operated in the jurisdiction of Florida.

W R Mahood Asset Management provides portfolio management for individuals and small businesses and portfolio management for pooled investment vehicles. It doesn't provide financial planning services to its clients. On top of advisory services, the firm doesn't engage in other business activities.

W R Mahood Asset Management: assets under management

The assets under management (AUM) of W R Mahood Asset Management, Inc. is $98.7 million, all of which is managed in discretionary accounts. The company doesn't manage any assets belonging to foreign clients.


The firm manages $98.7 million in discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $24.67 million each.

Fees & Commissions

The advisory firm has a single stream of revenue. Clients pay W R Mahood Asset Management, Inc. for their services and products based on a percentage of assets under management. Compensation based on assets under management promotes a long-term relationship between a client and the adviser and helps align mutual interests. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.

Based in Seminole

The principal office where W R Mahood Asset Management, Inc. performs its advisory services is located at 14420 Passage Way, Seminole, FL 33776 The mailing address of the firm is P.O. Box 17575, Clearwater, FL 33762. It doesn’t run an office outside of the United States.

You can reach the main office by calling the phone number 727-517-0710 or by fax 727-517-0540. The normal business hours are 8:30am 5:00pm on Monday - Friday.


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