FELLOWSHIP FINANCIAL GROUP - Financial Advisor in Florida, Maitland

Tel: 407-949-5888 630 N Wymore Road #304 Maitland, Florida 32751

About FELLOWSHIP FINANCIAL GROUP

FELLOWSHIP FINANCIAL GROUP is a Maitland, Florida based financial advisory firm with nearly $151,844,183 in assets under management and provides investment advisory services for 973 clients. There are currently 6 financial advisors at the firm.

General Information

Firm CRD#:

154103

Firm SEC#:

801-129083

Assets Under Management:

$151,844,183

No. of Clients:

973

No. of Advisors:

Advisory Services Provided:

Financial planning services
Portfolio management for individuals and/or small businesses
Portfolio management for businesses or institutional clients
Selection for other advisors

Fee Structure:

A percentage of AUM, Hourly charges, Other (THIRD PARTY ADVISOR FEES)

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Financial AdvisorFirmCRD#SEC#No. of ClientsNo. of AdvisorsAUM

FIDUCIARY FIRST

150330

801-72234

$3,307,577,140

TIMOTHY PARTNERS, LTD.

41835

801-45766

$2,627,135,000

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801-117266

2716

$296,441,242

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143516

801-67751

420

$266,629,139

RD LEWIS WEALTH MANAGEMENT

156073

801-119654

750

$183,826,112

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105966

801-126783

892

$174,006,935

CRAMER & RAUCHEGGER, INC.

164784

801-127981

469

$164,358,539

AEGIS WEALTH MANAGEMENT, LLC

199511

801-96327

477

$160,766,736

IRONCLAD INVESTMENTS LLC

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DORMAN FINANCIAL MANAGEMENT, P.A.

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