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Building 2ULLMANN WEALTH PARTNERS

Map pinJACKSONVILLE BEACH, FL
Phone904-280-3700
NotebookSEC #801-122769
Total AUM
$1.3B
Employees
13
Clients
531

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
1540 THE GREENS WAY
JACKSONVILLE BEACH
FL 32250
United States
Operating Hours
9:00 AM - 5:00 PM
Monday - Friday
Phone
904-280-3700
Other Offices
2

ReceiptFinancials

Total AUM
$1.3B
Accounts
1,605
Discretionary
$1.2B
Accounts
1,596
Non-Discretionary
$8M
Accounts
9

ContactClients

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Individual Clients
225
AUM
$103.5M
HNW Individual Clients
304
AUM
$1.1B
Corporation or Business Clients
2
AUM
$5.1M

Briefcase businessServices

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Services Offered
Advisor / Fund Manager SelectionEducationFinancial PlanningIndividual Portfolio ManagementInstitutional Portfolio ManagementOther Services
Other Services
CREDIT AND CASH MANAGEMENT SOLUTIONS; INSURANCE SOLUTIONS
Compensation Types
Charges Hourly FeeCharges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
AZCAFLGAINLANCNYSCTXVA

HandshakeAffiliates

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Affiliates
Reported 3 business affiliates.
Claimed Affiliates
Reported as an affiliate by 1 other business.

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