| Name | Title | Ownership | Since |
|---|---|---|---|
| George Thomas Mallini Control | Member | Under 5% | 2015 |
| Judson Thomas Mallini Control | Member | 25-50% | 2015 |
| Lia Regina Bertelson Control | Member/Chief Compliance Officer | 25-50% | 2015 |
Mallini Complete Financial Planning LLC reports $156.8 million in regulatory assets under management on its Form ADV.
Mallini Complete Financial Planning LLC reports 6 employees.
Mallini Complete Financial Planning LLC is based in Gainesville, FL and has been SEC-registered since 2022.
Mallini Complete Financial Planning LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
| Address | 2631 NW 41st Street, Suite E2, Gainesville, FL 32606 |
| Phone | 352-221-9300 |
| Office hours | By Appointment Only |
| SEC region | Miami Regional Office (MIRO) |
| Discloses disciplinary history | No |
| Discretionary | $155.6M |
| Non-discretionary | $1.2M |
| Total (RAUM) | $156.8M |