SIMPLIFIED WEALTH MANAGEMENT
Hattiesburg, MS
AUM
$225.5M
Wealth MgmtTrusts & Estates
Team
7 advisors
Clients
—
Fees
Percentage of AUM
601-336-4265
Search advisors
Filter by name, location, or specialty. All data from public SEC filings.
Showing Wealth Management advisors in MS, HATTIESBURG
5 advisers found
INMAN JAGER WEALTH MANAGEMENT, LLC
Hattiesburg, MS
AUM
$225.0M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
3 advisors
Clients
51-100
Fees
Percentage of AUM; Hourly charges
(601) 602-3571
LEE-WAY FINANCIAL SERVICES, INC
Hattiesburg, MS
AUM
$132.1M
Financial PlanningWealth MgmtTrusts & EstatesInstitutional
Team
1 advisors
Clients
101-250
Fees
Percentage of AUM
9179524262
NEWSONG CAPITAL MANAGEMENT, INC.
Hattiesburg, MS
AUM
$100.4M
Financial PlanningWealth MgmtTrusts & Estates
Team
1 advisors
Clients
0
Fees
Percentage of AUM · Subscription fees +1 more
601-909-6117
TRUELINE WEALTH GROUP, LLC
Hattiesburg, MS
AUM
$0
Financial PlanningWealth MgmtFee-Only/Hourly
Team
3 advisors
Clients
0
Fees
Percentage of AUM · Hourly charges +1 more
601-255-5457