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Building 2CHACON DIAZ & DI VIRGILIO WEALTH MANAGEMENT, LLC

Map pinGAINESVILLE, FL
Phone888-392-8007
NotebookSEC #801-123284
Total AUM
$90.3M
Employees
4
Clients
190

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
6208 NW 43RD STREET
GAINESVILLE
FL 32653
United States
Operating Hours
9:00 AM - 5:00 PM
Monday - Friday
Phone
888-392-8007
Other Offices
1

ReceiptFinancials

Total AUM
$90.3M
Accounts
675
Discretionary
$90.3M
Accounts
675
Non-Discretionary
$0
Accounts
0

ContactClients

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Individual Clients
109
AUM
$31.6M
HNW Individual Clients
29
AUM
$54.2M
Investment Advisor Clients
52
AUM
$4.5M

Briefcase businessServices

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Services Offered
Financial PlanningIndividual Portfolio ManagementOther Services
Other Services
SUBADVISORY SERVICES
Compensation Types
Charges Fixed FeeCharges Other FeeCharges Percentage AUM
Other Compensation
SUBADVISER FEES

Shield checkCompliance

Disclosures
Pending Civil Proceeding
State Registrations
CAFLGALANETX

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

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