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TOGETHER PLANNING
MALLINI COMPLETE FINANCIAL PLANNING LLC
CRD 175341 · SEC 801-123429
2631 NW 41ST STREET, SUITE E2, GAINESVILLE, FL, 32606, United States
Phone
352-221-9300
Fax
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Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$176.0M
Discretionary AUM
$174.7M
Team
4 total employees; 3 advisory reps
Clients
101-250
Fees
Percentage of AUM; Hourly charges; Fixed fees
Org form
Limited Liability Company
Filing date
2026-03-03
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 131 | $37.2M |
| High net worth individuals | 56 | $137.7M |
States served
AL, GA, NC, TX, FL
All web addresses on file
Official SEC filing: View on IAPD