Pevensey Financial, Inc is a large advisory firm based in Tavares. It manages $285.65 million of regulatory assets for 808 client accounts. It has been registered with the SEC as an adviser since 2008 and has operated in the jurisdictions of California and Florida.
Pevensey Financial provides financial planning services, portfolio management for individuals and small businesses, pension consulting services, selection of other advisers, and publication of newsletters. It prepares financial plans for more than 250 clients. On top of advisory services, the firm doesn't engage in other business activities.
The assets under management (AUM) of Pevensey Financial, Inc is $285.65 million. The firm's AUM has grown by 181% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.
The advisory firm has several streams of revenue. Clients pay Pevensey Financial, Inc for their services and products based on a percentage of assets under management, hourly charges, and fixed fees. 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.
Thomas Huey Ruggie has been acting as President since 1 Jun 2008. Ellen Buchanan Wilcox joined the executive team most recently as the Financial Consultant.
The principal office where Pevensey Financial, Inc performs its advisory services is located at 2100 Lake Eustis Dr., Tavares, FL 32778, which is also the mailing address of the firm. An additional office of the firm is in Winter Park, FL. It doesn’t run an office outside of the United States.
You can reach the main office by calling the phone number 352-343-2700 or by fax 352-742-2607. The normal business hours are 9:00 a.m.-5:00 p.m. on Monday - Friday. You can find more information about the New York firm at ruggiewealth.com.