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Home > Retirement Planners > florida > gainesville > TOGETHER AND/OR TOGETHER PLANNING
TOGETHER AND/OR TOGETHER PLANNING
2631 Nw 41st Street
Suite E2
Gainesville, Florida 32606
Tel: 352-221-9300
About TOGETHER AND/OR TOGETHER PLANNING
TOGETHER AND/OR TOGETHER PLANNING, formally registered with the SEC as TOGETHER AND/OR TOGETHER PLANNING. The firm was established in 03/14/2022. They have over 3 offices throughout the country.
TOGETHER AND/OR TOGETHER PLANNING is a Gainesville, Florida based Financial Planning firm with nearly $128,903,040 assets under management, offering retirement planning & investment advisory services to 500 clients. The firm is staffed with 6 experienced financial planners.
Firm Information
| SEC Current Status | Approved |
|---|---|
| Firm CRD# | 175341 |
| SEC# | 801-123429 |
| Assets Managed by Firm | $128,903,040 |
| No. of Clients | 500 |
| No. of Advisors | 6 |
Fee Structure
- A percentage of AUM
- Hourly charges
- Fixed fees
Advisory Services Provided
- Financial planning services
- Portfolio management for individuals and/or small businesses
Firm Client Information
| No. of Clients | AUM | |
|---|---|---|
| Firm Total | 500 | $128,903,040 |
| Individuals (other than high net worth individuals) | 126 | $28,652,334 |
| High net worth individuals | 46 | $99,119,388 |
| Charitable organizations | Fewer than 5 clients | $405,782 |
| Corporations or other businesses | Fewer than 5 clients | $725,536 |
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