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UHLER VERTICH WHITE ADVISORS
1510 Royal Palm Square Boulevard
Suite 103
Fort Myers, Florida 33919-1068
Tel: 239-936-6300
About UHLER VERTICH WHITE ADVISORS
UHLER VERTICH WHITE ADVISORS, formally registered with the SEC as UHLER VERTICH WHITE ADVISORS. The firm was established in 03/12/2004. They have over 2 offices throughout the country.
UHLER VERTICH WHITE ADVISORS is a Fort Myers, Florida based Financial Planning firm with nearly $466,827,500 assets under management, offering retirement planning & investment advisory services to 971 clients. The firm is staffed with 10 experienced financial planners.
Firm Information
| SEC Current Status | Approved |
|---|---|
| Firm CRD# | 130716 |
| SEC# | 801-62896 |
| Assets Managed by Firm | $466,827,500 |
| No. of Clients | 971 |
| No. of Advisors | 10 |
Fee Structure
- A percentage of AUM
Advisory Services Provided
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection for other advisors
Firm Client Information
| No. of Clients | AUM | |
|---|---|---|
| Firm Total | 971 | $466,827,500 |
| Individuals (other than high net worth individuals) | 180 | $225,079,000 |
| High net worth individuals | 118 | $231,424,500 |
| Charitable organizations | 5 | $10,324,000 |
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