HRTG GPE, LLC
Wilson, WY
AUM
$27.10B
Wealth Mgmt
Team
8 advisors
Clients
—
Fees
Percentage of AUM; PERFORMANCE ALLOCATION OR CARRIED INTEREST
650-397-9070
Search advisors
Filter by name, location, or specialty. All data from public SEC filings.
6 advisers found
FLAT FOOTED LLC
Wilson, WY
AUM
$2.06B
Wealth Mgmt
Team
2 advisors
Clients
—
Fees
Percentage of AUM; Performance-based fees
917-947-9071
GERVAIS CAPITAL MANAGEMENT, LLC
Wilson, WY
AUM
$155.9M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
1 advisors
Clients
26-50
Fees
Percentage of AUM · Hourly charges +1 more
(914) 433-5223
GALLATIN WEALTH MANAGEMENT LLC
Wilson, WY
AUM
$68.1M
Wealth MgmtTrusts & Estates
Team
1 advisors
Clients
—
Fees
Percentage of AUM · Fixed fees +1 more
307-200-4343
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