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

Showing Wealth Management advisors in FL, LONGBOAT KEY

3 advisers found

Longboat Key, FL

AUM

$318.0M

Financial PlanningWealth MgmtTrusts & Estates

Team

2 advisors

Clients

Fees

Percentage of AUM; SUBADVISOR FEES

941-388-7249

Longboat Key, FL

AUM

$14.2M

Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly

Team

2 advisors

Clients

1-10

Fees

Percentage of AUM · Hourly charges +1 more

609-786-2412

Longboat Key, FL

AUM

$5.0M

Wealth MgmtTrusts & Estates

Team

1 advisors

Clients

—

Fees

Percentage of AUM; Performance-based fees

203-216-7417