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Filter by name, location, or specialty. All data from public SEC filings.

Showing Institutional advisors in FL, DAYTONA BEACH

3 advisers found

Daytona Beach, FL

AUM

$400.1M

Financial PlanningWealth MgmtTrusts & EstatesRetirement

Team

3 advisors

Clients

11-25

Fees

Percentage of AUM; Hourly charges

386-253-1980

Daytona Beach, FL

AUM

$250.0M

Financial PlanningWealth MgmtTrusts & EstatesRetirement

Team

5 advisors

Clients

101-250

Fees

Percentage of AUM; Fixed fees

386-788-3737

Daytona Beach, FL

AUM

$82.8M

Wealth MgmtTrusts & EstatesRetirementFee-Only/Hourly

Team

3 advisors

Clients

—

Fees

Percentage of AUM; Hourly charges

386-523-9500