PURSUIT WEALTH MANAGEMENT
Aggregated across all Schedule C name variants below. DOL truncates provider names to 35 chars, so the same legal entity is filed under multiple spellings.
Plans served
3
Active participants
451
Total plan assets
$197.6M
Filings (rows)
3
Direct comp
$174K
Indirect comp
$0
SERVICES PROVIDED
Advisor / Consultant2
Other1
Top plans served
All 3 plans| Sponsor / Plan | Location | Service | Participants | Assets | Direct comp |
|---|---|---|---|---|---|
| SEARCY DENNEY SCAROLA BARNHART & SHIPLEY, PA SEARCY, DENNEY ET AL. 401(K) PROFIT SHARING PLAN | WEST PALM BEACH, FL | Advisor / Consultant INVESTMENT MANAGER | 149 | $74.2M | $67K |
| SEARCY DENNEY SCAROLA BARNHART & SHIPLEY, PA SEARCY, DENNEY ET AL. 401(K) PROFIT SHARING PLAN | WEST PALM BEACH, FL | Advisor / Consultant INVESTMENT MANAGER | 150 | $65.5M | $90K |
| SEARCY DENNEY SCAROLA BARNHART & SHIPLEY, PA SEARCY, DENNEY ET AL. 401(K) PROFIT SHARING PLAN | WEST PALM BEACH, FL | Other N/A | 152 | $57.9M | $17K |