CAPACUITY LLC
Lake Mary, FL
AUM
$13.87B
Wealth MgmtInstitutional
Team
11 advisors
Clients
0
Fees
Percentage of AUM · Fixed fees +1 more
(407) 949-6889
Search advisors
Filter by name, location, or specialty. All data from public SEC filings.
Showing Institutional advisors in FL, LAKE MARY
8 advisers found
NEWPORT GROUP CONSULTING, LLC
Lake Mary, FL
AUM
$5.05B
Wealth MgmtRetirementInstitutional
Team
14 advisors
Clients
—
Fees
Percentage of AUM · Fixed fees +1 more
407-333-2905
SHARIAPORTFOLIO, INC.
Lake Mary, FL
AUM
$3.01B
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
9 advisors
Clients
0
Fees
Percentage of AUM; Performance-based fees
321-275-5125
QTR FAMILY WEALTH, LLC
Lake Mary, FL
AUM
$749.3M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
6 advisors
Clients
0
Fees
Percentage of AUM · Hourly charges +1 more
407-745-0715
COLLABORATIVE WEALTH
Lake Mary, FL
AUM
$653.3M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
9 advisors
Clients
1-10
Fees
Percentage of AUM · Hourly charges +1 more
407-792-3336
FAMILYWEALTH
Lake Mary, FL
AUM
$394.6M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
12 advisors
Clients
51-100
Fees
Percentage of AUM; Fixed fees
(866) 746-3743
FAMILYWEALTH ASSET MANAGEMENT
Lake Mary, FL
AUM
$177.0M
Wealth MgmtTrusts & EstatesRetirementInstitutional
Team
3 advisors
Clients
0
Fees
Percentage of AUM · Subscription fees +1 more
866-746-3743
VIRJI INVESTMENTS, INC.
Lake Mary, FL
AUM
$33.5M
Wealth MgmtTrusts & EstatesInstitutional
Team
2 advisors
Clients
—
Fees
Percentage of AUM; Performance-based fees
321-275-5050