CPS INVESTMENT ADVISORS
Lakeland, FL
AUM
$2.89B
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
21 advisors
Clients
0
Fees
Percentage of AUM; Fixed fees
863-688-1725
Search advisors
Filter by name, location, or specialty. All data from public SEC filings.
Showing Institutional advisors in FL, LAKELAND
7 advisers found
AGAMERICA LENDING LLC
Lakeland, FL
AUM
$1.37B
Wealth MgmtInstitutional
Team
18 advisors
Clients
—
Fees
Percentage of AUM; Performance-based fees
863-607-9500
CORE WEALTH ADVISORS, INC.
Lakeland, FL
AUM
$702.1M
Financial PlanningWealth MgmtTrusts & EstatesInstitutional
Team
10 advisors
Clients
251-500
Fees
Percentage of AUM · Hourly charges +1 more
863-904-4745
AMERITY WEALTH MANAGEMENT, LLC
Lakeland, FL
AUM
$338.8M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
16 advisors
Clients
1-10
Fees
Percentage of AUM · Hourly charges +2 more
(863) 683-1750
CAPSTONE WEALTH MANAGEMENT CORP.
Lakeland, FL
AUM
$109.4M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
3 advisors
Clients
0
Fees
Percentage of AUM · Fixed fees +1 more
(866) 596-9886
HURLBURT FINANCIAL
Lakeland, FL
AUM
$70.0M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
2 advisors
Clients
101-250
Fees
SUB-ADVISOR FEES
863-701-9717
ALPHA ADVISORS, LLC
Lakeland, FL
AUM
$31.8M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
3 advisors
Clients
1-10
Fees
Percentage of AUM · Hourly charges +1 more
863-665-8888