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

Showing Institutional advisors in FL, GAINESVILLE

3 advisers found

Gainesville, FL

AUM

$2.23B

Financial PlanningWealth MgmtTrusts & EstatesRetirement

Team

15 advisors

Clients

More than 500

Fees

Percentage of AUM; Fixed fees

352-373-3337

Gainesville, FL

AUM

$40.4M

Financial PlanningWealth MgmtTrusts & EstatesInstitutional

Team

2 advisors

Clients

26-50

Fees

Percentage of AUM; Fixed fees

352-375-5283

Gainesville, FL

AUM

$353K

Financial PlanningWealth MgmtFee-Only/Hourly

Team

1 advisors

Clients

Fees

Percentage of AUM · Hourly charges +1 more

(941) 914-1551