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Gregory Michael Estes

AUGUSTINE ASSET MANAGEMENT INC·JACKSONVILLE, Florida
Clean record8 years registeredAUGUSTINE ASSET MANAGEMENT INC
1551 ATLANTIC BLVD, JACKSONVILLE, FL 32207-3369CRD# 4359754Firm CRD# 105801

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Gregory Michael Estes · JACKSONVILLE, FL
Registration
CRD #4359754 · AUGUSTINE ASSET MANAGEMENT INC · 8 years registered
Brand Profile
Not yet started
01

Career History

COUNCILOR WEALTH LLC
Nov 2023 – present
AUGUSTINE ASSET MANAGEMENT INC
Mar 2018 – Sep 2023
JACKSONVILLE, FL
02

Registrations & Exams

Registration record
First registered · March 14, 2018
Years registered · 8
03

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

04

Firm Overview

Firm
AUGUSTINE ASSET MANAGEMENT INC
CRD 105801 · SEC 801-23187
AUM
$477M
Regulatory assets under management
Employees
7
408 client accounts
Services offered by AUGUSTINE ASSET MANAGEMENT INC
Per Form ADV
Portfolio management (individuals)
Selection of other advisers
Client types served by the firm
Per Form ADV
Individuals
View all advisors at AUGUSTINE ASSET MANAGEMENT INC →
Introduction

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Frequently Asked Questions

What services does Gregory Michael Estes offer?
Gregory Michael Estes specializes in Investment Management, Wealth Management, Fee-Only Advisory. Contact their office in JACKSONVILLE, Florida for a consultation.
What are Gregory Michael Estes's credentials?
Gregory Michael Estes is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Gregory Michael Estes located?
Gregory Michael Estes is based in JACKSONVILLE, Florida, working with AUGUSTINE ASSET MANAGEMENT INC. Their office serves clients in the JACKSONVILLE metropolitan area and surrounding communities.
How does Gregory Michael Estes charge for services?
Gregory Michael Estes's firm is compensated through percentage of aum. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is AUGUSTINE ASSET MANAGEMENT INC?
AUGUSTINE ASSET MANAGEMENT INC has approximately 7 employees and manages $477M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Other Advisors at AUGUSTINE ASSET MANAGEMENT INC

Frederick Max Blum
JACKSONVILLE, FL
Jeffrey Emmanuel Bernardo
JACKSONVILLE, FL
Neil Joseph Sullivan
JACKSONVILLE, FL

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Research
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