UHLER VERTICH WHITE ADVISORS, LLC

UHLER VERTICH WHITE ADVISORS, LLC of FORT MYERS, FL is an SEC-registered investment adviser (CRD 130716). Regulatory assets under management: $513.7M.

Registration

Business model

Compensation: % of AUM.

Clients served: Individuals, High net worth, Charities.

Officers, owners & control persons (6)

NameRoleLocation
John Thomas UhlerPARTNER
James Corey VertichPARTNER
Bryan Keefe FioreCHIEF OPERATING OFFICER & CHIEF COMPLIANCE OFFICER
UHLER JOHN THOMASPARTNER; PARTNER/CCO; PARTNER/CHIEF COMPLIANCE OFFICER
VERTICH JAMES COREYPARTNER
Fiore Bryan KeefeCHIEF OPERATING OFFICER

Branch offices (1)

CityStateEmployeesPhone
12399366300

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