TIM LOONEY INVESTMENTS, LLC
Longwood, FL
AUM
$490.3M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
3 advisors
Clients
11-25
Fees
Percentage of AUM · Hourly charges +1 more
407-331-6961
Search advisors
Filter by name, location, or specialty. All data from public SEC filings.
Showing Trusts & Estates advisors in FL, LONGWOOD
6 advisers found
SILER WEALTH MANAGEMENT
Longwood, FL
AUM
$188.6M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
5 advisors
Clients
26-50
Fees
Percentage of AUM · Hourly charges +1 more
407-831-8002
AVANTI WEALTH MANAGEMENT
Longwood, FL
AUM
$55.6M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
2 advisors
Clients
51-100
Fees
Percentage of AUM · Hourly charges +2 more
407-331-7330
LONGVIEW, INC.
Longwood, FL
AUM
$24.9M
Financial PlanningWealth MgmtFee-Only/Hourly
Team
1 advisors
Clients
1-10
Fees
Percentage of AUM; Hourly charges
407-260-6999
O'TOOLE STRATEGIC INVESTMENTS LLC
Longwood, FL
AUM
$12.1M
Wealth MgmtTrusts & Estates
Team
2 advisors
Clients
—
Fees
Percentage of AUM; REFERRAL FEES
407-786-4026
ROYAL PALM INVESTMENT ADVISORS, INC
Longwood, FL
AUM
$39.8M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
2 advisors
Clients
1-10
Fees
Percentage of AUM; Hourly charges
407-475-0001
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