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AMERITY WEALTH MANAGEMENT, LLC
Tel: (863) 683-1750
4740 Cleveland Heights Boulevard, Suite 5 Lakeland, Florida 33813
AMERITY WEALTH MANAGEMENT, LLC
AMERITY WEALTH MANAGEMENT, LLC is a Lakeland, Florida based financial advisory firm with nearly $277,340,000 in assets under management and provides investment advisory services for 1138 clients. There are currently 17 financial advisors at the firm.
General Information
Advisory Services Provided:
Financial planning services , Portfolio management for individuals and/or small businesses , Pesnsion consulting services , Selection for other advisors
Fee Structure:
A percentage of AUM, Hourly charges, Fixed fees, Other (PERCENTAGE OF RETIREMENT PLAN ASSET
Firm CRD#:
322265
SEC#:
801-127745
No. of Clients:
1138
Assets under Management
$277,340,000
No. of Advisors:
17
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