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TOGETHER AND/OR TOGETHER PLANNING

Tel: 352-221-9300
2631 Nw 41st Street
Suite E2
Gainesville, Florida  32606

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TOGETHER AND/OR TOGETHER PLANNING

TOGETHER AND/OR TOGETHER PLANNING is a Gainesville, Florida based financial advisory firm with nearly $128,903,040 in assets under management and provides investment advisory services for 500 clients. There are currently 6 financial advisors at the firm.

General Information

Advisory Services Provided:

Financial planning services , Portfolio management for individuals and/or small businesses

Fee Structure:

A percentage of AUM, Hourly charges, Fixed fees

Firm CRD#:

175341

SEC#:

801-123429

No. of Clients:

500

Assets under Management

$128,903,040

No. of Advisors:

6

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