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Building 2EVERBANK WEALTH MANAGEMENT

Map pinJACKSONVILLE, FL
Phone904-281-6000
NotebookSEC #801-71589
Total AUM
$118.2M
Employees
18
Clients
0

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
301 W. BAY STREET
JACKSONVILLE
FL 32202
United States
Operating Hours
8:30AM-5:30PM EST M-TH 8:30AM-4PM EST F
Monday - Friday
Phone
904-281-6000

ReceiptFinancials

Total AUM
$118.2M
Accounts
193
Discretionary
$36.1M
Accounts
192
Non-Discretionary
$82.2M
Accounts
1

ContactClients

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None reported

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Services Offered
Individual Portfolio ManagementInstitutional Portfolio Management
Compensation Types
Charges Percentage AUM

Shield checkCompliance

Disclosures
Other Regulator Order (Past 10 Years)Other Regulator Violation Finding
State Registrations
AKALARAZCACOCTDCDEFLGAHIIAIDILINKSKYLAMAMDMEMIMNMOMSMTNCNDNENHNJNMNVNYOHOKORPAPRRISCSDTNTXUTVAVIVTWAWIWV

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Affiliates
Reported 3 business affiliates.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.

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