AUM
$92.9M
Team
2 advisors
Clients
—
Fees
Percentage of AUM; Performance-based fees
754-216-9588
Search advisors
Filter by name, location, or specialty. All data from public SEC filings.
5 advisers found
PATTERSON INVESTMENTS, INC.
Davie, FL
AUM
$83.5M
Financial PlanningWealth MgmtInstitutional
Team
1 advisors
Clients
101-250
Fees
Percentage of AUM; Fixed fees
305-648-3080
SEDG FINANCIAL SERVICES CORP.
Davie, FL
AUM
$53.3M
Wealth MgmtTrusts & Estates
Team
1 advisors
Clients
0
Fees
Percentage of AUM
954-862-1492
AUM
$2.0M
Financial PlanningWealth MgmtFee-Only/Hourly
Team
1 advisors
Clients
1-10
Fees
Percentage of AUM · Hourly charges +2 more
954-382-8877
MOULY FINANCIAL MANAGEMENT, INC.
Davie, FL
AUM
$25.4M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
1 advisors
Clients
1-10
Fees
Percentage of AUM · Hourly charges +1 more
954-416-1776
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