|
⚲
|
| Trustwell Financial Advisors LLC
✚
|
|
|---|---|
| CRD # | 108426 |
| SEC # | 801-120250 |
| CIK # | |
| AUM | $184.4 MM (2024-03-06) |
| Employees | 7 (71% Investors, 0% Brokers) |
| Phone | 904-996-7800 |
| Address | 8825 Perimeter Park Blvd Jacksonville, FL 32216 |
| Source | [IAPD] [Website] [Twitter] [LinkedIn] [Instagram] |
| Total AUM ($MM) |
|---|
| AUM Breakdown | Accounts | AUM ($MM) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 326 | 81.9 |
| (b) Individuals (high net worth individuals) | 41 | 102.2 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 0 | 0.0 |
| (h) Charitable organizations | 1 | 0.2 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 2 | 0.1 |
| (n) Other | 0 | 0.0 |
| Total | 961 | 184.4 |
| By Discretionary | ||
| Discretionary | 961 | 184.4 |
| Non-Discretionary | 0 | 0.0 |
| Total | 961 | 184.4 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 184.4 | |
| Total | 961 | 184.4 |
| Comparable Firms | State | AUM ($BB) |
|---|---|---|
|
FF Advisors LLC
✚
|
CA | 0.2 |
|
AFT Forsyth and Company Inc
✚
|
FL | 0.2 |
|
Patrick M Sweeney & Associates Inc
✚
|
IL | 0.2 |
|
Parrott Wealth Management LLC
✚
|
TX | 0.2 |
|
Hoffman Alan Nathan
✚
|
MA | 0.2 |
|
New River Financial Group LLC
✚
|
VA | 0.2 |
|
Strategic Planning Group Inc
✚
|
MA | 0.2 |
|
Lynch Asset Management Inc
✚
|
PA | 0.2 |
|
RD Lewis Holdings Inc
✚
|
FL | 0.2 |
|
Bennington Financial Planning Group
✚
|
VT | 0.2 |