Great Companies, Inc. (Lutz)

Name: Great Companies, Inc.
Address: 18534 Dale Mabry Hwy N., Lutz, FL, 33548
Telephone: 813-960-9600

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.

Great Companies: assets under management

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 firm manages $165.66 million in discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $340.17 thousand each.

Fees & Commissions

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.

Careers at Great Companies, Inc.

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.

Direct owners and executive officers

Name	Entity	Date acquired	Ownership	Employer ID
Sheila Geraci Guardian For Lauren Geraci	Shareholder	1 May 1993	Other	59-6996168
Carl Michael Salvato	Sr. vp/associate portfolio manager	1 Dec 1996	Other	2665099
Timothy W. Loudin	Chief compliance officer	1 Apr 1998	Other	4361384
Charles Carmen Carnevale	Co-ceo/chief investment officer	1 Sep 2006	25% - 50%	41098
Julie Cycenas Carnevale	Managing director	1 Sep 2006	25% - 50%	1317870
James Hare Huguet	Co-ceo/president	1 Sep 2006	Other	3074344
Julie Cycenas Carnevale	Managing director/president	1 Apr 2008	50% - 75%	1317870
James Hare Huguet	Chief executive officer	1 Apr 2008	Other	3074344
James Hare Huguet	Shareholder	1 Aug 2008	Other	3074344

Based in Lutz

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.