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Home > Retirement Planners > florida > boca raton > GLADSTONE WEALTH PARTNERS
GLADSTONE WEALTH PARTNERS
2500 N. Military Trail
Suite 225
Boca Raton, Florida 33431
Tel: (908)-719-1313
About GLADSTONE WEALTH PARTNERS
GLADSTONE WEALTH PARTNERS, formally registered with the SEC as GLADSTONE WEALTH PARTNERS. The firm was established in 07/28/2015. They have over 43 offices throughout the country.
GLADSTONE WEALTH PARTNERS is a Boca Raton, Florida based Financial Planning firm with nearly $3,538,625,432 assets under management, offering retirement planning & investment advisory services to 14947 clients. The firm is staffed with 101 experienced financial planners.
Firm Information
| SEC Current Status | Approved |
| Firm CRD# | 250787 |
| SEC# | 801-101532 |
| Assets Managed by Firm | $3,538,625,432 |
| No. of Clients | 14947 |
| No. of Advisors | 101 |
Fee Structure
- A Percentage of AUM
- Fixed Fees
Advisory Services Provided
- Financial Planning
- Portfolio Management for Individuals
- Portfolio Management for Business
- Selection of Other Advisors
Firm Client Information
| No. of Clients | AUM | |
|---|---|---|
| Firm Total | 14947 | $3,538,625,432 |
| Individuals (other than high net worth individuals) | 5040 | $1,344,981,728 |
| High net worth individuals | 1509 | $2,152,248,829 |
| Pension and profit sharing plans | 5 | $1,046,294 |
| Charitable organizations | 4 | $594,141 |
| Corporations or other businesses | 13 | $39,754,440 |
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