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 $2,666,246,993 assets under management, offering retirement planning & investment advisory services to 612 clients. The firm is staffed with 11 experienced financial planners.
SEC Current Status | Approved |
---|---|
Firm CRD# | 105899 |
SEC# | 801-36461 |
Assets Managed by Firm | $2,666,246,993 |
No. of Clients | 612 |
No. of Advisors | 11 |
No. of Clients | AUM | |
---|---|---|
Firm Total | 612 | $2,666,246,993 |
Individuals (other than high net worth individuals) | 22 | $4,118,848 |
High net worth individuals | 562 | $1,969,009,258 |
Pension and profit sharing plans | 6 | $8,769,178 |
Charitable organizations | 9 | $31,961,481 |
Corporations or other businesses | 12 | $67,857,412 |
Firm Name | Assets Under Management | Total Clients | Total Advisors |
---|---|---|---|
$339,079,412,155 | 26 | 2823 | |
$306,121,310,120 | 950978 | 11789 | |
$245,249,234,083 | 932793 | 6517 | |
$94,617,046,882 | 79738 | 825 | |
$93,207,362,818 | 36 | 535 |
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