UHLER VERTICH WHITE ADVISORS, LLC

UHLER VERTICH WHITE ADVISORS
FORT MYERS, Florida·3 registered advisors·CRD# 130716
SEC# 801-628960239-936-6300
01

Firm Overview

AUM
$466M
Regulatory assets under management
Employees
10
Total firm employees
Advisors
3
Registered representatives
02

Services & Fees

Advisory Services
Financial planning
Portfolio management (individuals)
Security ratings or pricing services
Compensation
Percentage of AUM
Other: 3RD PARTY ADVISER/MANAGER FEES
03

Specialties

Financial PlanningInvestment Management
04

Advisors at UHLER VERTICH WHITE ADVISORS, LLC

3 registered advisors
Bryan Keefe Fiore
FORT MYERS, Florida
James Corey Vertich
FORT MYERS, Florida
CFP
John Thomas Uhler
FORT MYERS, Florida
05

Office Locations

FORT MYERS, Florida
3 advisors

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Data sourced from SEC Form ADV filings. UHLER VERTICH WHITE ADVISORS, LLC (CRD# 130716) is registered with the SEC as an investment adviser. View the firm's full regulatory filing at adviserinfo.sec.gov.