Uhler Vertich White Advisors, FL — Investment Adviser | BuildTrust

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UHLER VERTICH WHITE ADVISORS

Investment AdviceFORT MYERS, FL

Assets Under Management

$466.8M

Total AUM

Donut chart: Discretionary 452.8M, Non-Discretionary 14.0M
Category	Value
Discretionary	452.8M
Non-Discretionary	14.0M

Adviser Information

Field	Value
CRD Number	130716
SEC Number	801-62896
Street Address	1510 ROYAL PALM SQUARE BOULEVARD
Street Address 2	SUITE 103
Location	FORT MYERS, FL 33919-1068
Country	United States
Phone	239-936-6300
Fax	239-936-0780
Total Employees	10

Client Count by Type (303 Total)

Horizontal bar chart: Individuals (other than H… 180, High Net Worth Individual… 118, Charitable Organizations 5
Category	Value
Individuals (other than H…	180
High Net Worth Individual…	118
Charitable Organizations	5