Investment adviser · CRD 112218

THE FINANCIAL WELL, INC.

Investment adviser filing (IA)

TAMPA, FL, United States · Form ADV filed Jun 28, 2012

Regulatory AUM
$26.9M
Form ADV · Item 5.F
Client accounts
291
Accounts, not individual clients

Not available in this filing: Employees, Advisory professionals.

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: Jun 28, 2012. View historical filings

Reported services

Financial planning · Individual portfolio management · Business portfolio management · Selection of other advisers

Compensation

Percentage of assets · Hourly · Fixed

Principal office

300 S. HYDE PARK AVENUE, SUITE 210
TAMPA, FL, 33606, United States

CRD 112218

Filing source

Form ADV 656999 · Jun 28, 2012 · 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.