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Building 2JACKSONVILLE WEALTH MANAGEMENT

Map pinJACKSONVILLE, FL
Phone904-923-7526
NotebookSEC #801-120427
Total AUM
$533.5M
Employees
13
Clients
1,036

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
8075 GATE PARKWAY WEST
SUITE #101
JACKSONVILLE
FL 32216
United States
Operating Hours
8:00AM - 5:00PM
Monday - Friday
Phone
904-923-7526
Other Offices
1

ReceiptFinancials

Total AUM
$533.5M
Accounts
2,095
Discretionary
$533.5M
Accounts
2,095
Non-Discretionary
$0
Accounts
0

ContactClients

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Individual Clients
503
AUM
$83.5M
HNW Individual Clients
517
AUM
$446M
Pension/Profit Sharing Plan Clients
1
AUM
$123K
Charitable Organization Clients
1
AUM
$58.5K
Corporation or Business Clients
14
AUM
$3.8M

Briefcase businessServices

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

Shield checkCompliance

Disclosures

None reported

State Registrations
CAFLGAMNNCTNTXVA

HandshakeAffiliates

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

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