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MALLINI COMPLETE FINANCIAL PLANNING LLC
MALLINI COMPLETE FINANCIAL PLANNING LLC
TOGETHER AND/OR TOGETHER PLANNING
GAINESVILLE, Florida
·
4 registered advisors
·
CRD# 175341
SEC# 801-123429
2
352-221-9300
01
Firm Overview
AUM
$129M
Regulatory assets under management
Employees
6
Total firm employees
Advisors
4
Registered representatives
02
Services & Fees
Advisory Services
Financial planning
Portfolio management (individuals)
Compensation
Percentage of AUM
Hourly charges
Subscription fees
03
Specialties
Financial Planning
Investment Management
04
Advisors at MALLINI COMPLETE FINANCIAL PLANNING LLC
4 registered advisors
George Thomas Mallini
GAINESVILLE, Florida
CRD# 6467042
Judson Thomas Mallini
GAINESVILLE, Florida
CRD# 5164003
Lia Regina Bertelson
GAINESVILLE, Florida
CRD# 6469786
Virginia Marie Knoll
GAINESVILLE, Florida
CRD# 6469790
05
Office Locations
GAINESVILLE, Florida
4 advisors
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Data sourced from SEC Form ADV filings. MALLINI COMPLETE FINANCIAL PLANNING LLC (CRD# 175341) is registered with the SEC as an investment adviser. View the firm's full regulatory filing at
adviserinfo.sec.gov
.