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Uhler Vertich White Advisors, LLC

● SEC registered since 2004CRD 130716SEC# 801-62896Fort Myers, FL
Export (members)
Reg. AUM
$466.8M
Employees
10
Accounts
971
Location
Fort Myers, FL

Uhler Vertich White Advisors, LLC assets under management

Uhler Vertich White Advisors, LLC is an SEC-registered investment adviser based in Fort Myers, FL. The firm has been registered since 2004. It reports $466.8 million in regulatory assets under management and employs 10 people.
www.uvwadvisors.comView on SEC.gov ↗

Uhler Vertich White Advisors, LLC owners & executives

3 reported
NameTitleOwnershipSince
Bryan Keefe Fiore ControlChief Operating Officer & Chief Compliance OfficerUnder 5%2021
James Corey Vertich ControlPartnerOver 75%2002
John Thomas Uhler ControlPartner25-50%2002

Frequently asked questions

How much does Uhler Vertich White Advisors, LLC manage?

Uhler Vertich White Advisors, LLC reports $466.8 million in regulatory assets under management on its Form ADV.

How many employees does Uhler Vertich White Advisors, LLC have?

Uhler Vertich White Advisors, LLC reports 10 employees.

Where is Uhler Vertich White Advisors, LLC located?

Uhler Vertich White Advisors, LLC is based in Fort Myers, FL and has been SEC-registered since 2004.

Does Uhler Vertich White Advisors, LLC disclose fund performance?

Uhler Vertich White Advisors, LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.

Contact & registration

Address1510 Royal Palm Square Boulevard, Suite 103, Fort Myers, FL 33919-1068
Phone239-936-6300
Fax239-936-0780
Office hours8:30 a.m. To 5:00 p.m.
SEC regionMiami Regional Office (MIRO)
Discloses disciplinary historyNo

Assets under management

Discretionary$452.8M
Non-discretionary$14M
Total (RAUM)$466.8M