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Building 2TRUSTWELL FINANCIAL ADVISORS, LLC

Map pinJACKSONVILLE, FL
Phone904-996-7800
NotebookSEC #801-120250
Total AUM
$260.8M
Employees
7
Clients
366

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
8825 PERIMETER PARK BLVD.
SUITE 304
JACKSONVILLE
FL 32216
United States
Operating Hours
9:00 A.M. TO 4:30 P.M.
Monday - Friday
Phone
904-996-7800

ReceiptFinancials

Total AUM
$260.8M
Accounts
1,019
Discretionary
$260.8M
Accounts
1,019
Non-Discretionary
$0
Accounts
0

ContactClients

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Individual Clients
304
AUM
$105.1M
HNW Individual Clients
59
AUM
$155.3M
Charitable Organization Clients
1
AUM
$289.7K
Corporation or Business Clients
2
AUM
$96.1K

Briefcase businessServices

View ADV Part 2 brochures →

Services Offered
Financial PlanningIndividual Portfolio Management
Compensation Types
Charges Fixed FeeCharges Hourly FeeCharges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
FLGANCSCTX

HandshakeAffiliates

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Affiliates
Reported 1 business affiliate.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.

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