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JACKSONVILLE WEALTH MANAGEMENT
Tel: 904-923-7526
8075 Gate Parkway West Suite #101
Jacksonville, Florida 32216
JACKSONVILLE WEALTH MANAGEMENT
JACKSONVILLE WEALTH MANAGEMENT is a Jacksonville, Florida based financial advisory firm with nearly $434,636,132 in assets under management and provides investment advisory services for 1841 clients. There are currently 13 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#:
309312
SEC#:
801-120427
No. of Clients:
1841
Assets under Management
$434,636,132
No. of Advisors:
13
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