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Building 2ULLMANN WEALTH PARTNERS

Map pinJACKSONVILLE BEACH, FL
Phone904-280-3700
NotebookSEC #801-61563
Total AUM
$582.2M
Employees
10
Clients
327

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

ReceiptFinancials

Total AUM
$582.2M
Accounts
812
Discretionary
$575.1M
Accounts
800
Non-Discretionary
$7.1M
Accounts
12

ContactClients

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Individual Clients
153
AUM
$67.3M
HNW Individual Clients
173
AUM
$513.6M
Corporation or Business Clients
1
AUM
$1.4M

Briefcase businessServices

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Services Offered
EducationFinancial PlanningIndividual Portfolio ManagementInstitutional Portfolio Management
Compensation Types
Charges Fixed FeeCharges Hourly FeeCharges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
FLGAINNCSCTXVA

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

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