PROXY WEALTH ADVISORS LLC
Windermere, FL
AUM
$83.3M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
11 advisors
Clients
51-100
Fees
Percentage of AUM · Hourly charges +1 more
646-289-5075
Filter by name, location, or specialty. All data from public SEC filings.
Showing Retirement Planning advisors in FL, WINDERMERE
2 advisers found
Windermere, FL
AUM
$83.3M
Team
11 advisors
Clients
51-100
Fees
Percentage of AUM · Hourly charges +1 more
646-289-5075
Windermere, FL
AUM
$42.1M
Team
1 advisors
Clients
51-100
Fees
Percentage of AUM; Fixed fees
800-558-7969