Falists

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

Showing Institutional advisors in FL, JACKSONVILLE

24 advisers found

NESTEGGS, INC.

Jacksonville, FL

AUM

$911.3M

Financial PlanningWealth MgmtTrusts & EstatesRetirement

Team

9 advisors

Clients

26-50

Fees

Percentage of AUM · Hourly charges +1 more

904-348-3131

COVINGTONALSINA

Jacksonville, FL

AUM

$282.9M

Financial PlanningWealth MgmtTrusts & EstatesRetirement

Team

5 advisors

Clients

More than 500

Fees

Percentage of AUM · Hourly charges +1 more

(904) 449-7326

DOXARA CAPITAL LP

Jacksonville, FL

AUM

$125.0M

Wealth MgmtInstitutional

Team

2 advisors

Clients

Fees

Percentage of AUM; Performance-based fees

561-589-3350

Full profileNo website

AUM

$60.6M

Financial PlanningWealth MgmtTrusts & EstatesInstitutional

Team

1 advisors

Clients

0

Fees

Percentage of AUM · Hourly charges +1 more

904-997-1221

Full profileNo website