1. Home
  2. Chevron right
  3. Firms
  4. Chevron right
Log inSign in SparklesCreate a free account

Building 2WISDOM PLANNING GROUP

Map pinORLANDO, FL
Phone(407) 462-5486
NotebookSEC #801-132758
Total AUM
$112.9M
Employees
3
Clients
115

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
3322 CLAY AVE
ORLANDO
FL 32804
United States
Operating Hours
BY APPOINTMENT
Monday - Friday
Phone
(407) 462-5486

ReceiptFinancials

Total AUM
$112.9M
Accounts
282
Discretionary
$112.9M
Accounts
282
Non-Discretionary
$0
Accounts
0

ContactClients

View more in analytics →

Individual Clients
87
AUM
$25.1M
HNW Individual Clients
22
AUM
$83.7M
Pension/Profit Sharing Plan Clients
6
AUM
$4.1M

Briefcase businessServices

View ADV Part 2 brochures →

Services Offered
Financial PlanningIndividual Portfolio ManagementPension Consulting
Compensation Types
Charges Fixed FeeCharges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
FLTXVA

HandshakeAffiliates

View all affiliates →

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

Feature requires an account