Great Companies, Inc. is a large advisory firm based in Lutz. It manages $165.66 million of regulatory assets for 487 client accounts. It has been registered with the SEC as an adviser since 2006 and has operated in the jurisdictions of Arizona, Florida, Illinois, and 6 other states.
Great Companies 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.
The assets under management (AUM) of Great Companies, Inc. is $165.66 million, all of which is managed in discretionary accounts. The firm's AUM has gone down by -49% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.
The advisory firm has a single stream of revenue. Clients pay Great Companies, 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.
James Hare Huguet has been acting as President since 1 Sep 2006. Charles Carmen Carnevale has served as the Chief Investment Officer since 1 Sep 2006. Julie Cycenas Carnevale joined the executive team most recently as the Managing Director/President.
The principal office where Great Companies, Inc. performs its advisory services is located at 18534 Dale Mabry Hwy N., Lutz, FL 33548, which is also the mailing address of the firm. It doesn’t run an office outside of the United States.
You can reach the main office by calling the phone number 813-960-9600 or by fax 813-960-9609. The normal business hours are 8:30am to 4:00pm on Monday - Friday. You can find more information about the New York firm at www.edmpinc.com.