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

Showing Institutional advisors in FL, PLANTATION

3 advisers found

Plantation, FL

AUM

$1.09B

Financial PlanningWealth MgmtTrusts & EstatesRetirement

Team

8 advisors

Clients

1-10

Fees

Percentage of AUM; Fixed fees

954-474-7100

Plantation, FL

AUM

$1.02B

Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly

Team

6 advisors

Clients

26-50

Fees

Percentage of AUM · Hourly charges +2 more

954-289-9000

Plantation, FL

AUM

$140.5M

Wealth MgmtTrusts & EstatesInstitutional

Team

6 advisors

Clients

—

Fees

Percentage of AUM

(754) 229-0051