TRUSTWELL FINANCIAL ADVISORS, LLC
Total AUM
$63M
Employees
3Clients
0Firm overview
Client Breakdown by AUM
AUM previous 5 years
Smooth / Detailed
Business
Principal Address
8825 PERIMETER PARK BLVD.
SUITE 304
JACKSONVILLE
FL 32216
United States
SUITE 304
JACKSONVILLE
FL 32216
United States
Operating Hours
9:00 A.M. TO 5:00 P.M.
Monday - Friday
Monday - Friday
Phone
904-996-7800
Financials
Total AUM
$63M
Accounts
553Discretionary
$63M
Accounts
553Non-Discretionary
$0
Accounts
0
Clients
None reported
Services
Services Offered
Financial PlanningIndividual Portfolio Management
Compensation Types
Charges Fixed FeeCharges Hourly FeeCharges Percentage AUM
Compliance
Disclosures
None reported
State Registrations
FL
Affiliates
Affiliates
Reported 0 business affiliates.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.