Van Wie Financial
Van Wie Financial (CRD# 173580) is a financial advisory firm headquartered in Jacksonville Beach, FL. They manage $106,077,962 in 417 accounts and serve the financial needs of clients across 3 states (or territories).
Current Firm Details
By the Numbers
-
Total Assets Under Management106MILLION
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Total Number of Accounts417ACCOUNTS
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Average Account Value$254,384
Compensation Options
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
Advisory Services Offered
- Financial planning services
- Portfolio management for individuals and/or small businesses
Types of Clients
Registered States
Registered Investment Advisor
The map below shows states where this firm has explicit registration only.
FL, LA, TX
Financial Advisors at Van Wie Financial
1
Adam Van Wie (CRD# 6431360) is an Investment Advisor Representative working at Van Wie Financial in Jacksonville, FL and has 2 years of experience in the finance industry.
2
Steven Van Wie (CRD# 4352650) is an Investment Advisor Representative working at Van Wie Financial in Ponte Vedra Beach, FL and has over 22 years of experience in the finance industry.
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