CERTIFIED ADVISORY CORP
Altamonte Springs, FL
AUM
$3.04B
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
20 advisors
Clients
101-250
Fees
Percentage of AUM · Hourly charges +2 more
407-869-9800
Search advisors
Filter by name, location, or specialty. All data from public SEC filings.
5 advisers found
SYNERGY INVESTMENT MANAGEMENT LLC
Altamonte Springs, FL
AUM
$681.5M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
16 advisors
Clients
11-25
Fees
Percentage of AUM; Fixed fees
321-203-4458
HERITAGE ADVISORS GROUP, INC.
Altamonte Springs, FL
AUM
$87.7M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
2 advisors
Clients
1-10
Fees
Percentage of AUM · Hourly charges +1 more
407-702-6655
CORNERSTONE TRUST MANAGEMENT SERVICES LLC
Altamonte Springs, FL
AUM
$1.08B
Wealth Mgmt
Team
1 advisors
Clients
—
Fees
Percentage of AUM
215-826-2800
Full profileNo website
CGI INVESTMENT ADVISERS LLC
Altamonte Springs, FL
AUM
$6.8M
Financial PlanningWealth Mgmt
Team
1 advisors
Clients
0
Fees
Percentage of AUM
407-790-4857
Full profileNo website