Active
SUCCESSFUL PORTFOLIOS LLC
Investment Advice|CLEARWATER, FL
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Assets Under Management
$242.7M
Total AUM
| Category | Value |
|---|---|
| Discretionary | 218.3M |
| Non-Discretionary | 24.3M |
Adviser Information
| Field | Value |
|---|---|
| CRD Number | 152429 |
| SEC Number | 801-80702 |
| Street Address | 611 DRUID ROAD EAST |
| Street Address 2 | SUITE 407 |
| Location | CLEARWATER, FL 33756 |
| Country | United States |
| Phone | 727-744-3614 |
| Fax | 727-483-7455 |
| Total Employees | 2 |
Client Count by Type (191 Total)
| Category | Value |
|---|---|
| Individuals (other than H… | 177 |
| High Net Worth Individual… | 12 |
| Pooled Investment Vehicle… | 2 |
Community Partners
CITY OF BELLEAIR BEACH
CITY OF BELLEAIR BLUFFS
CITY OF CLEARWATER
CITY OF DUNEDIN
CITY OF GULFPORT
CITY OF INDIAN ROCKS BEACH
CITY OF LARGO
CITY OF MADEIRA BEACH
CITY OF OLDSMAR
CITY OF PINELLAS PARK
CITY OF SAFETY HARBOR
CITY OF SEMINOLE
CITY OF SOUTH PASADENA
CITY OF ST PETE BEACH
CITY OF ST PETERSBURG
CITY OF TARPON SPRINGS
CITY OF TREASURE ISLAND
COUNTY OF PINELLAS
TOWN OF BELLEAIR
TOWN OF BELLEAIR SHORE
CITY OF BELLEAIR BEACH
CITY OF BELLEAIR BLUFFS
CITY OF CLEARWATER
CITY OF DUNEDIN
CITY OF GULFPORT
CITY OF INDIAN ROCKS BEACH
CITY OF LARGO
CITY OF MADEIRA BEACH
CITY OF OLDSMAR
CITY OF PINELLAS PARK
CITY OF SAFETY HARBOR
CITY OF SEMINOLE
CITY OF SOUTH PASADENA
CITY OF ST PETE BEACH
CITY OF ST PETERSBURG
CITY OF TARPON SPRINGS
CITY OF TREASURE ISLAND
COUNTY OF PINELLAS
TOWN OF BELLEAIR
TOWN OF BELLEAIR SHORE
CITY OF BELLEAIR BEACH
CITY OF BELLEAIR BLUFFS
CITY OF CLEARWATER
CITY OF DUNEDIN
CITY OF GULFPORT
CITY OF INDIAN ROCKS BEACH
CITY OF LARGO
CITY OF MADEIRA BEACH
CITY OF OLDSMAR
CITY OF PINELLAS PARK
CITY OF SAFETY HARBOR
CITY OF SEMINOLE
CITY OF SOUTH PASADENA
CITY OF ST PETE BEACH
CITY OF ST PETERSBURG
CITY OF TARPON SPRINGS
CITY OF TREASURE ISLAND
COUNTY OF PINELLAS
TOWN OF BELLEAIR
TOWN OF BELLEAIR SHORE
Municipal Government
25 Active
25
Organizations
CAREERSOURCE PINELLAS
CLEARWATER CAY COMMUNITY DEVELOPMENT DISTRICT
CLEARWATER HOUSING AUTHORITY
DUNEDIN HOUSING AUTHORITY
EASTLAKE OAKS COMMUNITY DEVELOPMENT DISTRICT
EAST LAKE TARPON SPECIAL FIRE CONTROL DISTRICT
GREATER SEMINOLE AREA SPECIAL RECREATION DISTRICT
HOUSING FINANCE AUTHORITY OF PINELLAS COUNTY
JUVENILE WELFARE BOARD PINELLAS COUNTY
LEALMAN FIRE DISTRICT
LEALMAN SPECIAL FIRE CONTROL DISTRICT
PALM HARBOR SPECIAL FIRE CONTROL DISTRICT
PALM HARBOR SPECIAL FIRE CONTROL & RESCUE DISTRICT
PINELLAS COUNTY EDUCATIONAL FACILITIES AUTHORITY
PINELLAS COUNTY HOUSING AUTHORITY
PINELLAS COUNTY HOUSING FINANCE AUTHORITY
PINELLAS PARK WATER MANAGEMENT DISTRICT
PINELLAS SUNCOAST FIRE AND RESCUE DISTRICT
PINELLAS SUNCOAST TRANSIT AUTHORITY
ST PETERSBURG HOUSING AUTHORITY
CAREERSOURCE PINELLAS
CLEARWATER CAY COMMUNITY DEVELOPMENT DISTRICT
CLEARWATER HOUSING AUTHORITY
DUNEDIN HOUSING AUTHORITY
EASTLAKE OAKS COMMUNITY DEVELOPMENT DISTRICT
EAST LAKE TARPON SPECIAL FIRE CONTROL DISTRICT
GREATER SEMINOLE AREA SPECIAL RECREATION DISTRICT
HOUSING FINANCE AUTHORITY OF PINELLAS COUNTY
JUVENILE WELFARE BOARD PINELLAS COUNTY
LEALMAN FIRE DISTRICT
LEALMAN SPECIAL FIRE CONTROL DISTRICT
PALM HARBOR SPECIAL FIRE CONTROL DISTRICT
PALM HARBOR SPECIAL FIRE CONTROL & RESCUE DISTRICT
PINELLAS COUNTY EDUCATIONAL FACILITIES AUTHORITY
PINELLAS COUNTY HOUSING AUTHORITY
PINELLAS COUNTY HOUSING FINANCE AUTHORITY
PINELLAS PARK WATER MANAGEMENT DISTRICT
PINELLAS SUNCOAST FIRE AND RESCUE DISTRICT
PINELLAS SUNCOAST TRANSIT AUTHORITY
ST PETERSBURG HOUSING AUTHORITY
CAREERSOURCE PINELLAS
CLEARWATER CAY COMMUNITY DEVELOPMENT DISTRICT
CLEARWATER HOUSING AUTHORITY
DUNEDIN HOUSING AUTHORITY
EASTLAKE OAKS COMMUNITY DEVELOPMENT DISTRICT
EAST LAKE TARPON SPECIAL FIRE CONTROL DISTRICT
GREATER SEMINOLE AREA SPECIAL RECREATION DISTRICT
HOUSING FINANCE AUTHORITY OF PINELLAS COUNTY
JUVENILE WELFARE BOARD PINELLAS COUNTY
LEALMAN FIRE DISTRICT
LEALMAN SPECIAL FIRE CONTROL DISTRICT
PALM HARBOR SPECIAL FIRE CONTROL DISTRICT
PALM HARBOR SPECIAL FIRE CONTROL & RESCUE DISTRICT
PINELLAS COUNTY EDUCATIONAL FACILITIES AUTHORITY
PINELLAS COUNTY HOUSING AUTHORITY
PINELLAS COUNTY HOUSING FINANCE AUTHORITY
PINELLAS PARK WATER MANAGEMENT DISTRICT
PINELLAS SUNCOAST FIRE AND RESCUE DISTRICT
PINELLAS SUNCOAST TRANSIT AUTHORITY
ST PETERSBURG HOUSING AUTHORITY
Special District
24 Active
24
Organizations
PINELLAS COUNTY SCHOOL DISTRICT
PINELLAS TECHNICAL COLLEGE
ST PETERSBURG COLLEGE
PINELLAS COUNTY SCHOOL DISTRICT
PINELLAS TECHNICAL COLLEGE
ST PETERSBURG COLLEGE
PINELLAS COUNTY SCHOOL DISTRICT
PINELLAS TECHNICAL COLLEGE
ST PETERSBURG COLLEGE
School District
3 Active
3
Organizations
100 Hearts 1 Mission Foundation Inc
101ST MILITARY POLICE BN ASSN
1111 FOUNDATION INC
121 RUN YOUR OWN RACE INC
13Villages Foundation Inc
1963 GIBBS ALUMNI INC
1HEART3BEATS INC
1ST DOWNS 4 LIFE
211 TAMPA BAY CARES INC
2500 Charitable Corp
2641 Central
29 ELEVEN INTERNATIONAL INC
2 DOGS ON A MISSION INC
2 GRATEFUL HEARTS CORPORATION
2ND BASEMEN INC
300 INC
316 MINISTRY INC
316 OUTREACH MINISTRY INC
3 Daughters Brewing Foundation Inc
3 IN ONE FOUNDATION INC
100 Hearts 1 Mission Foundation Inc
101ST MILITARY POLICE BN ASSN
1111 FOUNDATION INC
121 RUN YOUR OWN RACE INC
13Villages Foundation Inc
1963 GIBBS ALUMNI INC
1HEART3BEATS INC
1ST DOWNS 4 LIFE
211 TAMPA BAY CARES INC
2500 Charitable Corp
2641 Central
29 ELEVEN INTERNATIONAL INC
2 DOGS ON A MISSION INC
2 GRATEFUL HEARTS CORPORATION
2ND BASEMEN INC
300 INC
316 MINISTRY INC
316 OUTREACH MINISTRY INC
3 Daughters Brewing Foundation Inc
3 IN ONE FOUNDATION INC
100 Hearts 1 Mission Foundation Inc
101ST MILITARY POLICE BN ASSN
1111 FOUNDATION INC
121 RUN YOUR OWN RACE INC
13Villages Foundation Inc
1963 GIBBS ALUMNI INC
1HEART3BEATS INC
1ST DOWNS 4 LIFE
211 TAMPA BAY CARES INC
2500 Charitable Corp
2641 Central
29 ELEVEN INTERNATIONAL INC
2 DOGS ON A MISSION INC
2 GRATEFUL HEARTS CORPORATION
2ND BASEMEN INC
300 INC
316 MINISTRY INC
316 OUTREACH MINISTRY INC
3 Daughters Brewing Foundation Inc
3 IN ONE FOUNDATION INC
Nonprofit Organization
5505 Active
5505
Organizations
Community Partners102 organizations
CITY OF DUNEDIN
Municipal Government·DUNEDIN
CITY OF GULFPORT
Municipal Government·GULFPORT
CITY OF LARGO
Municipal Government·LARGO
CITY OF MADEIRA BEACH
Municipal Government·MADEIRA BEACH
CITY OF SAFETY HARBOR
Municipal Government·SAFETY HARBOR
CITY OF SOUTH PASADENA
Municipal Government·SOUTH PASADENA
CITY OF ST PETERSBURG
Municipal Government·SAINT PETERSBURG
CITY OF TREASURE ISLAND
Municipal Government·TREASURE ISLAND
COUNTY OF PINELLAS
Municipal Government·CLEARWATER
TOWN OF BELLEAIR SHORE
Municipal Government·BELLEAIR SHORES
TOWN OF INDIAN SHORES
Municipal Government·INDIAN SHORES
CLEARWATER CAY COMMUNITY DEVELOPMENT DISTRICT
Special District·ORLANDO
GREATER SEMINOLE AREA SPECIAL RECREATION DISTRICT
Special District·SEMINOLE
HOUSING FINANCE AUTHORITY OF PINELLAS COUNTY
Special District·SAINT PETERSBURG
LEALMAN FIRE DISTRICT
Special District·SAINT PETERSBURG
PALM HARBOR SPECIAL FIRE CONTROL & RESCUE DISTRICT
Special District·PALM HARBOR
PINELLAS SUNCOAST FIRE AND RESCUE DISTRICT
Special District·INDIAN ROCKS BEACH
ST PETERSBURG HOUSING AUTHORITY
Special District·ST PETERSBURG
TAMPA BAY ESTUARY PROGRAM
Special District·SAINT PETERSBURG
TAMPA BAY REGIONAL PLANNING COUNCIL
Special District·PINELLAS PARK
TAMPA BAY WATER
Special District·CLEARWATER
PINELLAS TECHNICAL COLLEGE
School District·CLEARWATER
100 Hearts 1 Mission Foundation Inc
Nonprofit Organization·Saint Petersburg
101ST MILITARY POLICE BN ASSN
Nonprofit Organization·Palm Harbor
1111 FOUNDATION INC
Nonprofit Organization·St Petersburg
121 RUN YOUR OWN RACE INC
Nonprofit Organization·TARPON SPRINGS
13Villages Foundation Inc
Nonprofit Organization·ST PETERSBURG
1963 GIBBS ALUMNI INC
Nonprofit Organization·ST PETERSBURG
1HEART3BEATS INC
Nonprofit Organization·Saint Petersburg
1ST DOWNS 4 LIFE
Nonprofit Organization·SAINT PETERSBURG
211 TAMPA BAY CARES INC
Nonprofit Organization·CLEARWATER
2500 Charitable Corp
Nonprofit Organization·Saint Petersburg
2641 Central
Nonprofit Organization·St Petersburg
29 ELEVEN INTERNATIONAL INC
Nonprofit Organization·oldsmar
2 DOGS ON A MISSION INC
Nonprofit Organization·Clearwater
2 GRATEFUL HEARTS CORPORATION
Nonprofit Organization·Largo
2ND BASEMEN INC
Nonprofit Organization·Palm Harbor
300 INC
Nonprofit Organization·Palm Harbor
316 MINISTRY INC
Nonprofit Organization·Palm Harbor
316 OUTREACH MINISTRY INC
Nonprofit Organization·Palm Harbor
3 Daughters Brewing Foundation Inc
Nonprofit Organization·St Petersburg
3 IN ONE FOUNDATION INC
Nonprofit Organization·SAINT PETERSBURG
3RD BATTALION 9TH MARINES ASSOCIATION INC
Nonprofit Organization·LARGO
40MOTOMIKE & HEIDI UP A TREE INC
Nonprofit Organization·St Petersburg
49ERS INC
Nonprofit Organization·Clearwater
4EVER40SISTERHOOD ASSOCIATION INC
Nonprofit Organization·Pinellas Park
4H2O CHAPTER OF PINELLAS COUNTY 4H CLUB
Nonprofit Organization·Dunedin
4-H CLUBS & AFFILIATED 4-H ORGANIZATIONS
Nonprofit Organization·Pinellas Park
4 KIDS CHARITY INC
Nonprofit Organization·Largo
4LOUISE INC
Nonprofit Organization·SAINT PETERSBURG
4TH STREET BUSINESS ASSOCIATION INC
Nonprofit Organization·Saint Petersburg
50 LEGS IN 50 DAYS INC
Nonprofit Organization·CLEARWATER
51ST NATIONAL SQUARE DANCE CONVENTION CORPORATION
Nonprofit Organization·Dunedin
53RD INFANTRY BRIGADE ASSOCIATION
Nonprofit Organization·Largo
5640 CLUB OF BRICKLEY PARK
Nonprofit Organization·Seminole
5 STARS ATHLETICS INC
Nonprofit Organization·St Petersburg
5TH AVE REVIVAL INC
Nonprofit Organization·Saint Petersburg
727 YOUTH TRACK & FIELD CLUB
Nonprofit Organization·Clearwater
80-20 EDUCATIONAL FOUNDATION INC
Nonprofit Organization·Saint Petersburg
9-11 ANGELS INC
Nonprofit Organization·St Petersburg
967 FM RADIOSTPETE INC
Nonprofit Organization·NORTH REDINGTON BEACH
97TH PENNSYLVANIA VOLUNTEER INSANTRY COMPANY A
Nonprofit Organization·Saint Petersburg
AAWENSEAY Inc
Nonprofit Organization·Saint Petersburg
ABATUTORS INC
Nonprofit Organization·Saint Petersburg
ABES FOUNDATION
Nonprofit Organization·PALM HARBOR
ABILITIES AT BARTONS LANDING INC
Nonprofit Organization·CLEARWATER
ABILITIES AT BRIAR CLIFF INC
Nonprofit Organization·CLEARWATER
ABILITIES AT BRIARCLIFF INC
Nonprofit Organization·CLEARWATER
ABILITIES AT CASABLANCA INC
Nonprofit Organization·CLEARWATER
ABILITIES AT COLLEGE PINES INC
Nonprofit Organization·CLEARWATER
ABILITIES AT CRESTVIEW II, INC
Nonprofit Organization·CLEARWATER
ABILITIES AT CRESTVIEW, INC.
Nonprofit Organization·CLEARWATER