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Building 2TOGETHER PLANNING

Map pinGAINESVILLE, FL
Phone352-221-9300
NotebookSEC #801-123429
Total AUM
$176M
Employees
4
Clients
189

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
2631 NW 41ST STREET
SUITE E2
GAINESVILLE
FL 32606
United States
Operating Hours
BY APPOINTMENT ONLY
Monday - Friday
Phone
352-221-9300
Other Offices
2

ReceiptFinancials

Total AUM
$176M
Accounts
587
Discretionary
$174.7M
Accounts
577
Non-Discretionary
$1.3M
Accounts
10

ContactClients

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Individual Clients
131
AUM
$37.2M
HNW Individual Clients
56
AUM
$137.7M
Charitable Organization Clients
1
AUM
$993.3K
Corporation or Business Clients
1
AUM
$97.7K

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
ALFLGANCTX

HandshakeAffiliates

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

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