% of assets managed in Jacksonville, FL
35 advisers in Jacksonville offering % of assets managed. Firms that report charging a percentage of the assets they manage (Item 5.E(1)).
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All 35
369 Financial LLCState registeredNo commissions reportedAllegiance Financial Advisors, INC.SEC registeredNo commissions reportedAugustine Asset Management INCSEC registeredNo commissions reportedBull & Bear Capital Advisors, LLCState registeredNo commissions reportedCapital Asset Advisory, INC.State registeredNo commissions reportedContemporary Financial PlanningState registeredNo commissions reportedCovingtonalsinaSEC registeredNo commissions reportedD2 Capital ManagementState registeredNo commissions reportedDavis Capital ManagementSEC registeredNo commissions reportedDouglas Capital Management INCSEC registeredNo commissions reported
Farmand Investment Services, INC.State registeredNo commissions reportedFinancial Independence Advisors, LLCSEC registeredNo commissions reportedForrest Investment Management, INC.State registeredNo commissions reportedGryphon WealthSEC registeredNo commissions reportedGunn & Company Investment Management, INC.SEC registeredNo commissions reportedHeritage Financial Advisory, LLCState registeredNo commissions reportedImg Wealth Management, INC.SEC registeredNo commissions reportedJacksonville Wealth ManagementSEC registeredNo commissions reportedJlp InvestmentsState registeredNo commissions reportedMadden Advisory Services, INC.SEC registeredNo commissions reportedMash Financial PlanningState registeredNo commissions reportedNesteggs, INC.SEC registeredNo commissions reportedOmnitrust Wealth Management, INC.SEC registeredNo commissions reportedRiver City Wealth ManagementSEC registeredNo commissions reportedRiverplace Capital Management INCSEC registeredNo commissions reportedSanchez Wealth Management Group, LLCSEC registeredNo commissions reportedSchaffer & Company Asset Management, INC.SEC registeredNo commissions reportedSt. Johns Investment Management Company, LLCSEC registeredNo commissions reportedSt. Nicholas Private Asset Management, INC.SEC registeredNo commissions reportedStillblue Financial Partners, LLCState registeredNo commissions reportedThe Palmer Knight CompanySEC registeredNo commissions reportedTimucuan Asset Management INCSEC registeredNo commissions reportedToams FinancialSEC registeredNo commissions reportedTrustwell Financial Advisors, LLCSEC registeredNo commissions reportedWoman to Woman FinancialState registeredNo commissions reported