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Building 2UHLER VERTICH WHITE ADVISORS

Map pinFORT MYERS, FL
Phone239-936-6300
NotebookSEC #801-62896
Total AUM
$513.7M
Employees
11
Clients
424

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
1510 ROYAL PALM SQUARE BOULEVARD
SUITE 103
FORT MYERS
FL 33919-1068
United States
Operating Hours
8:30 AM TO 5:00 PM
Monday - Friday
Phone
239-936-6300
Other Offices
1

ReceiptFinancials

Total AUM
$513.7M
Accounts
1,002
Discretionary
$422M
Accounts
740
Non-Discretionary
$91.7M
Accounts
262

ContactClients

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Individual Clients
293
AUM
$105.2M
HNW Individual Clients
126
AUM
$398M
Charitable Organization Clients
5
AUM
$10.4M

Briefcase businessServices

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Services Offered
Advisor / Fund Manager SelectionFinancial PlanningIndividual Portfolio Management
Compensation Types
Charges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
FLINMINCOHPASCTX

HandshakeAffiliates

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Affiliates
Reported 2 business affiliates.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.

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