TRUSTWELL FINANCIAL ADVISORS, LLC of JACKSONVILLE, FL is an SEC-registered investment adviser (CRD 108426). Regulatory assets under management: $260.8M.
Compensation: % of AUM, Hourly, Fixed.
Clients served: Individuals, High net worth.
| Name | Role | Location |
|---|---|---|
| Don Gary Williams | MANAGING MEMBER & CHIEF COMPLIANCE OFFICER | — |
| Christopher Fredrick Daunhauer | MEMBER | — |
| Brett William Freese | MEMBER | — |
| WILLIAMS DON GARY | MANAGING MEMBER & CHIEF COMPLIANCE OFFICER; SOLE PROPRIETOR; SOLE PROPRIETOR/CHIEF COMPLIANCE OFFICER | — |
| DAUNHAUER CHRISTOPHER FREDRICK | MEMBER | — |
| FREESE BRETT WILLIAM | MEMBER | — |