GORDON ASSET MANAGEMENT LLC
West Palm Beach, FL
AUM
$128.9M
Financial PlanningWealth MgmtTrusts & Estates
Team
2 advisors
Clients
1-10
Fees
Percentage of AUM; Performance-based fees
512-482-9600
Search advisors
Filter by name, location, or specialty. All data from public SEC filings.
83 advisers found
MAR WEALTH MANAGEMENT SERVICES, LLC
West Palm Beach, FL
AUM
$125.1M
Financial PlanningWealth MgmtTrusts & EstatesInstitutional
Team
3 advisors
Clients
1-10
Fees
Percentage of AUM · Hourly charges +1 more
800-708-6285
RIVERSIDE WEALTH MANAGEMENT, INC.
West Palm Beach, FL
AUM
$106.3M
Wealth MgmtTrusts & EstatesFee-Only/Hourly
Team
1 advisors
Clients
0
Fees
Percentage of AUM · Hourly charges +1 more
561-270-6880
REMOTE FINANCIAL PLANNER, LLC
West Palm Beach, FL
AUM
$82.2M
Financial PlanningWealth MgmtTrusts & Estates
Team
0 total employees
Clients
51-100
Fees
Percentage of AUM; Fixed fees
202-570-4146
CENTER LAKE CAPITAL MANAGEMENT, LLC
West Palm Beach, FL
AUM
$77.9M
Team
1 advisors
Clients
—
Fees
Percentage of AUM; Performance-based fees
(212) 390 8839
CARL DOMINO INC.
West Palm Beach, FL
AUM
$66.7M
Financial PlanningWealth MgmtTrusts & EstatesInstitutional
Team
2 advisors
Clients
0
Fees
Percentage of AUM · Hourly charges +1 more
561-833-2882
COASTAL WAY FINANCIAL GROUP, LLC
West Palm Beach, FL
AUM
$66.2M
Financial PlanningWealth MgmtTrusts & EstatesInstitutional
Team
1 advisors
Clients
1-10
Fees
Percentage of AUM
561-328-2759
ISGAM US LLC
West Palm Beach, FL
AUM
$66.2M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
3 advisors
Clients
0
Fees
Percentage of AUM; Hourly charges
305-779-5913
PROSPECT CREDIT REIT ADVISOR, LLC
West Palm Beach, FL
AUM
$42.6M
Team
9 advisors
Clients
0
Fees
Percentage of AUM; Performance-based fees
561-285-4044
FLATIRON FUND MANAGEMENT LP
West Palm Beach, FL
AUM
$27.3M
Team
2 advisors
Clients
—
Fees
Percentage of AUM; Performance-based fees
561-412-4929
WEST PINE 43 LLC
West Palm Beach, FL
AUM
$25.7M
Wealth MgmtTrusts & EstatesInstitutional
Team
1 advisors
Clients
—
Fees
Percentage of AUM
212-970-0043
INTEGRATED RETIREMENT ADVISORS, LLC
West Palm Beach, FL
AUM
$17.0M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
1 advisors
Clients
0
Fees
Percentage of AUM; Hourly charges
561-889-0550
RETIREMENT CAPITAL ADVISORS
West Palm Beach, FL
AUM
$11.3M
Financial PlanningWealth Mgmt
Team
1 advisors
Clients
—
Fees
Percentage of AUM; Fixed fees
561-784-7910
BLUE MARLIN ADVISORS, LLC
West Palm Beach, FL
AUM
$5.7M
Financial PlanningWealth Mgmt
Team
2 advisors
Clients
0
Fees
Percentage of AUM · Fixed fees +1 more
(407) 498-5778
TCG STRATEGIC INCOME ADVISOR LLC
West Palm Beach, FL
AUM
$5.1M
Team
9 advisors
Clients
—
Fees
Percentage of AUM
561-530-3313
BOGGESS ASSET MANAGEMENT
West Palm Beach, FL
AUM
$175K
Wealth MgmtInstitutionalFee-Only/Hourly
Team
1 advisors
Clients
0
Fees
Percentage of AUM · Hourly charges +1 more
727.416.0177
ALAN & COMPANY, LLC
West Palm Beach, FL
AUM
$0
Wealth Mgmt
Team
1 advisors
Clients
—
Fees
Percentage of AUM
(772) 708-1097
FORUM PARTNERS INVESTMENT MANAGEMENT LLC
West Palm Beach, FL
AUM
—
Team
—
Clients
—
Fees
Fees not disclosed
561-515-6046
TLG CAPITAL MANAGEMENT, LLC
West Palm Beach, FL
AUM
—
Team
—
Clients
—
Fees
Fees not disclosed
(561) 945 - 8340