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 a small, independent registered investment adviser organized as an LLC and owned by an individual. The firm serves individual and family clients and offers financial planning plus portfolio management for individuals, small businesses, and business or institutional clients. Its fee arrangements include asset‑based fees, hourly charges, and fixed fees. The firm does not identify as an ESG investor, is not a multi‑state adviser, and is not positioned as a capital allocator or pension consultant. An industry affiliation with an insurance company is noted, and annuities appear among the instruments the firm uses.