WARREN EQUITY PARTNERS MANAGER, L.P.
Jacksonville Beach, FL
AUM
$6.09B
Wealth Mgmt
Team
25 advisors
Clients
—
Fees
Percentage of AUM; Performance-based fees
904-746-7027
Search advisors
Filter by name, location, or specialty. All data from public SEC filings.
Showing Wealth Management advisors in FL, JACKSONVILLE BEACH
10 advisers found
INTREPID CAPITAL MANAGEMENT INC
Jacksonville Beach, FL
AUM
$1.62B
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
9 advisors
Clients
26-50
Fees
Percentage of AUM · Hourly charges +2 more
904-246-3433
ULLMANN WEALTH PARTNERS
Jacksonville Beach, FL
AUM
$1.25B
Financial PlanningWealth MgmtTrusts & EstatesInstitutional
Team
7 advisors
Clients
1-10
Fees
Percentage of AUM; Hourly charges
904-280-3700
DYNAMIC CORE CAPITAL PARTNERS
Jacksonville Beach, FL
AUM
$425.2M
Wealth Mgmt
Team
12 advisors
Clients
—
Fees
Percentage of AUM; Performance-based fees
904-799-1984
PALM VALLEY CAPITAL MANAGEMENT
Jacksonville Beach, FL
AUM
$281.6M
Wealth MgmtInstitutional
Team
2 advisors
Clients
—
Fees
Percentage of AUM
904-747-2345
STRIVUS WEALTH PARTNERS LLC
Jacksonville Beach, FL
AUM
$159.1M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
3 advisors
Clients
51-100
Fees
Percentage of AUM · Hourly charges +1 more
(904) 685-1505
LIONSBRIDGE WEALTH MANAGEMENT LLC
Jacksonville Beach, FL
AUM
$122.4M
Wealth MgmtTrusts & Estates
Team
2 advisors
Clients
0
Fees
Percentage of AUM
904-897-0390
STANDFAST ASSET MANAGEMENT, LLC
Jacksonville Beach, FL
AUM
$100.6M
Wealth MgmtTrusts & EstatesRetirementInstitutional
Team
1 advisors
Clients
—
Fees
Percentage of AUM · Hourly charges +1 more
(904) 285-2130
MOONEY FINANCIAL
Jacksonville Beach, FL
AUM
$92.5M
Financial PlanningWealth MgmtTrusts & Estates
Team
2 advisors
Clients
0
Fees
Percentage of AUM
904-359-8469
ASCEND WEALTH ADVISORS, LLC
Jacksonville Beach, FL
AUM
$0
Financial PlanningWealth Mgmt
Team
1 advisors
Clients
0
Fees
Percentage of AUM
904-241-8176
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