Together And/or Together Planning
Together And/or Together Planning (CRD# 175341) is a financial advisory firm headquartered in Gainesville, FL. They manage $13,227,515 in 22 accounts and serve the financial needs of clients across 2 states (or territories).
Total Assets Under Management13MILLION
Total Number of Accounts22ACCOUNTS
Average Account Value$601,251
- 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
- Portfolio management for businesses (other than small businesses) or institutional clients
Judson Mallini (CRD# 5164003) is an Investment Advisor Representative working at Together And/or Together Planning in Gainesville, FL and has over 10 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 1 year of experience in the finance industry.