Trustwell Financial Advisors, Llc, FL — Investment Adviser | BuildTrust

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TRUSTWELL FINANCIAL ADVISORS, LLC

Investment AdviceJACKSONVILLE, FL

Assets Under Management

$218.5M

Total AUM

Donut chart: Discretionary 218.5M
Category	Value
Discretionary	218.5M

Adviser Information

Field	Value
CRD Number	108426
SEC Number	801-120250
Street Address	8825 PERIMETER PARK BLVD.
Street Address 2	SUITE 304
Location	JACKSONVILLE, FL 32216
Country	United States
Phone	904-996-7800
Fax	904-996-7803
Total Employees	7

Client Count by Type (371 Total)

Horizontal bar chart: Individuals (other than H… 320, High Net Worth Individual… 45, Corporations/Businesses 4, Charitable Organizations 2
Category	Value
Individuals (other than H…	320
High Net Worth Individual…	45
Corporations/Businesses	4
Charitable Organizations	2