200 West Forsyth Street
Suite 1600
Jacksonville, Florida 32202
Tel: 904-356-1739
TIMUCUAN ASSET MANAGEMENT INC, formally registered with the SEC as TIMUCUAN ASSET MANAGEMENT INC. The firm was established in 03/01/1990. They have over 3 offices throughout the country.
TIMUCUAN ASSET MANAGEMENT INC is a Jacksonville, Florida based Financial Planning firm with nearly $3,308,171,103 assets under management, offering retirement planning & investment advisory services to 593 clients. The firm is staffed with 11 experienced financial planners.
SEC Current Status | Approved |
---|---|
Firm CRD# | 105899 |
SEC# | 801-36461 |
Assets Managed by Firm | $3,308,171,103 |
No. of Clients | 593 |
No. of Advisors | 11 |
No. of Clients | AUM | |
---|---|---|
Firm Total | 593 | $3,308,171,103 |
Individuals (other than high net worth individuals) | 19 | $5,315,835 |
High net worth individuals | 547 | $2,405,393,565 |
Pension and profit sharing plans | 6 | $11,766,750 |
Charitable organizations | 8 | $45,176,135 |
Corporations or other businesses | 12 | $99,216,479 |
Firm Name | Assets Under Management | Total Clients | Total Advisors |
---|---|---|---|
$433,814,330,581 | 1070028 | 13966 | |
$397,045,307,119 | 26 | 2932 | |
$344,868,106,925 | 1030208 | 6727 | |
$120,567,542,959 | 727 | 189 | |
$118,191,936,095 | 97020 | 845 |
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