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Polo Travel And Investments L.L.C. (Lakewood Ranch)


Polo Travel And Investments L.L.C. is an internet adviser based in Lakewood Ranch. It manages $9.5 thousand of regulatory assets for 2 client accounts. It has been registered with the SEC as an adviser since 2009.

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Polo Travel And Investments L.L.C provides portfolio management for individuals and small businesses and portfolio management for businesses and institutional clients. It doesn't provide financial planning services to its clients. On top of advisory services, the firm doesn't engage in other business activities.

Polo Travel And Investments L.L.C: assets under management

The assets under management (AUM) of Polo Travel And Investments L.L.C. is $9.5 thousand, all of which is managed in discretionary accounts. The firm's AUM has grown by 1009% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.


The firm manages $9.5 thousand in discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $4.75 thousand each.

Fees & Commissions

The advisory firm has a single stream of revenue. Clients pay Polo Travel And Investments L.L.C. for their services and products based on performance-based fees. The adviser charges an additional fee when a set benchmark is outperformed. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.

Based in Lakewood Ranch

The principal office where Polo Travel And Investments L.L.C. performs its advisory services is located at 6954 Westchester Circle, Lakewood Ranch, FL 34202, 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 941-685-1204 or by fax 941-907-9187. The normal business hours are 8:30am - 5:00pm on Monday - Friday. You can find more information about the New York firm at www.victoryinvesting.com.


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