Uhler and Vertich Financial Planners LLC


Assets, Funds, Holdings

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Uhler and Vertich Financial Planners LLC
CRD #130716
SEC #801-62896
AUM $214.2 MM (79% Disc, 100% US)
Employees7 (29% Investors, 43% Brokers)
Address1510 Royal Palm Square Boulevard
Fort Myers, FL 33919-1068
Source [IAPD] [Website]
Total AUM ($MM)
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)
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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
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