Investment adviser · CRD 154237

EVERBANK WEALTH MANAGEMENT

Investment adviser filing (IA)

EVERBANK WEALTH MANAGEMENT, INC.

JACKSONVILLE, FL, United States · Form ADV filed Aug 15, 2017

Regulatory AUM
$118M
Form ADV · Item 5.F
Client accounts
193
Accounts, not individual clients
Employees
18
Reported in this filing
Advisory professionals
18
Investment advisory functions

Private funds & service providers

0 Private funds

The count excludes feeder funds. Funds in the latest filing appear first, ordered by reported gross assets. Earlier funds retain their last reported values.

This filing answers No to private funds.

Services & filing details

Most recent filing: Aug 15, 2017. View historical filings

Reported services

Individual portfolio management · Business portfolio management

Compensation

Percentage of assets

Principal office

301 W. BAY STREET
JACKSONVILLE, FL, 32202, United States

CRD 154237

Filing source

Form ADV 1123076 · Aug 15, 2017 · Items 1 & 5

Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.