Together And/or Together Planning
Together And/or Together Planning (CRD# 175341) is a financial advisory firm headquartered in Gainesville, FL. They manage $128,903,040 in 500 accounts and serve the financial needs of clients across 5 states (or territories).
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Total Assets Under Management129MILLION
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Total Number of Accounts500ACCOUNTS
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Average Account Value$257,806
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
AL, FL, GA, NC, TX
Lia Bertelson (CRD# 6469786) is an Investment Advisor Representative working at Together And/or Together Planning in Gainesville, FL and has over 7 years of experience in the finance industry.
George Mallini (CRD# 6467042) is an Investment Advisor Representative working at Together And/or Together Planning in Gainesville, FL and has over 9 years of experience in the finance industry.
Judson Mallini (CRD# 5164003) is an Investment Advisor Representative working at Together And/or Together Planning in Gainesville, FL and has over 17 years of experience in the finance industry.