Uhler and Vertich Financial Planners LLC

-

Assets, Funds, Holdings

Home | Sign Up | Log In
Portfolios
Track firms over time with portfolios. Click on the
to add to a portfolio.
List of Funds
Asset Managers in Boston
PE Firms in Boston
Hedge Funds in Boston
CalPERS Portfolio
NYSCRF Portfolio
MD SRPS Portfolio
User Guide
Regulatory AUM vs AUM
LP Portfolios
Related Firms
Build a Portfolio
CAFR Data
Uhler and Vertich Financial Planners LLC
CRD #130716
SEC #801-62896
CIK #
AUM $214.2 MM (79% Disc, 100% US)
Employees7 (29% Investors, 43% Brokers)
Phone239-936-6300
Address1510 Royal Palm Square Boulevard
Fort Myers, FL 33919-1068
Source [IAPD] [Website]
Total AUM ($MM)
225180135904502003200820142020
Related Firms State AUM ($BB)
Uhler and Vertich Financial Planners LLC
FL 0.2
Scott White Advisors LLC
FL 0.1
Comparable Firms State AUM ($BB)
Orin Green Financial LLC
CA 0.2
Hammond Investment Planning Corporation
GA 0.2
TJT Capital Group LLC
CT 0.2
Modus Advisors LLC
MN 0.2
Linwood Investment Advisors Inc
NY 0.2
Total Management Group Inc
NY 0.2
Capital Management Services Inc
PA 0.2
Sterling Global Strategies LLC
CA 0.2
Pinnacle Family Advisors LLC
MO 0.2
Titan Value Equities Group LLC
FL 0.2
Terms of Service | Privacy Policy | User Guide
tony@aum13f.com