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

Showing Institutional advisors in FL, WINTER HAVEN

2 advisers found

Winter Haven, FL

AUM

$49.4M

Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly

Team

1 advisors

Clients

26-50

Fees

Percentage of AUM; Hourly charges

863-333-1927

Winter Haven, FL

AUM

$30.9M

Financial PlanningWealth MgmtTrusts & EstatesInstitutional

Team

1 advisors

Clients

1-10

Fees

Percentage of AUM; Fixed fees

202-600-9605