FELLOWSHIP FINANCIAL GROUP

630 N Wymore Road
#304
Maitland, Florida 32751
Tel: 407-949-5888

About FELLOWSHIP FINANCIAL GROUP

FELLOWSHIP FINANCIAL GROUP, formally registered with the SEC as FELLOWSHIP FINANCIAL GROUP. The firm was established in 11/20/2023. They have over 1 offices throughout the country.

FELLOWSHIP FINANCIAL GROUP is a Maitland, Florida based Financial Planning firm with nearly $151,844,183 assets under management, offering retirement planning & investment advisory services to 973 clients. The firm is staffed with 6 experienced financial planners.

Firm Information

SEC Current Status	Approved
Firm CRD#	154103
SEC#	801-129083
Assets Managed by Firm	$151,844,183
No. of Clients	973
No. of Advisors	6

Fee Structure

A percentage of AUM
Hourly charges
Other (THIRD PARTY ADVISOR FEES)

Advisory Services Provided

Financial planning services
Portfolio management for individuals and/or small businesses
Portfolio management for businesses or institutional clients
Selection for other advisors

Firm Client Information

	No. of Clients	AUM
Firm Total	973	$151,844,183
Individuals (other than high net worth individuals)	433	$103,074,151
High net worth individuals	32	$47,415,586
Corporations or other businesses	1	$1,354,446

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GQG PARTNERS 450 East Las Olas Boulevard, Suite 750 Fort Lauderdale, FL, 33301	$120,567,542,959	727	189
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