Search advisors

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

Showing Institutional advisors in FL, MELBOURNE

3 advisers found

Melbourne, FL

AUM

$249.8M

Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly

Team

8 advisors

Clients

1-10

Fees

Percentage of AUM · Hourly charges +1 more

321-722-7882

Melbourne, FL

AUM

$18.4M

Financial PlanningWealth MgmtTrusts & EstatesInstitutional

Team

2 advisors

Clients

Fees

Percentage of AUM

321-984-2152

Melbourne, FL

AUM

$854.8M

Financial PlanningWealth MgmtTrusts & EstatesRetirement

Team

2 advisors

Clients

251-500

Fees

Percentage of AUM · Hourly charges +1 more

321-209-0111