Together Planning

CRD 175341 · Gainesville, FL · $176.0M AUM

RIA

Firm record

As recorded in SEC IAPD

Firm CRD: 175341
SEC number: 801-123429
Firm type: RIA
Assets under management: $176.0M as of Mar 3, 2026
Website: www.facebook.com/togetherplanning ↗
Phone: 352-221-9300
Address: 2631 Nw 41st Street, Gainesville, FL, 32606

Advisors at this firm

3 in our index · page 1 of 1

Lia Regina BertelsonCRD 6469786 · Roswell, GA

IA Registered
George Thomas MalliniCRD 6467042 · Roswell, GA

IA Registered
Judson Thomas MalliniCRD 5164003 · Jacksonville, FL

IA Registered

Source & corrections

Where this page comes from

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