Woman To Woman Financial

RIASEC Registered

Total AUM

$6.6M

Discretionary

0% of AUM

Avg account

$69.7K

Accounts

Employees

Advisory reps

Firm details

Headquarters: Jacksonville, Florida
CRD number: 325771
Website: www.womantowomanfinancial.com
Custodians: CHARLES SCHWAB & CO., INC., ASSETMARK TRUST CO., CAPITAL CLIENT GROUP, INC.
Fee structure: Percentage of AUM, Hourly Charges, Fixed Fees
Client types: Individuals51.5%
HNWI48.5%
Services: Financial PlanningPortfolio Management for IndividualsPortfolio Management for Institutional Clients

Firm profile

FINTRX

Overview

Woman To Woman Financial is an independent registered investment adviser organized as an LLC and owned by an individual. The firm concentrates on serving individual and family clients and provides financial planning as well as portfolio management for individuals, small businesses, and business or institutional clients. Its fee arrangements are flexible and include asset-based fees, hourly billing, and fixed-fee engagements. The adviser reports an affiliation with an insurance company and does not position itself as a capital allocator or an active ESG investor.