Mallini Complete Financial Planning LLC
● SEC registered since 2022CRD 175341SEC# 801-123429Gainesville, FL
Reg. AUM
$176M
Employees
4
Accounts
587
Location
Gainesville, FL
Mallini Complete Financial Planning LLC assets under management
Mallini Complete Financial Planning LLC is an investment advisory firm registered with the SEC based in Gainesville, FL. The firm has been registered since 2022. It reports $176 million in regulatory assets under management and employs 4 people.
Mallini Complete Financial Planning LLC owners & executives
4 reported| 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 |
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Join to unlock · $37/moFrequently asked questions
How much does Mallini Complete Financial Planning LLC manage?
Mallini Complete Financial Planning LLC reports $176 million in regulatory assets under management on its Form ADV.
How many employees does Mallini Complete Financial Planning LLC have?
Mallini Complete Financial Planning LLC reports 4 employees.
Where is Mallini Complete Financial Planning LLC located?
Mallini Complete Financial Planning LLC is based in Gainesville, FL and has been SEC-registered since 2022.
Does Mallini Complete Financial Planning LLC disclose fund performance?
Mallini Complete Financial Planning LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| 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 |
Regulatory AUM
$176M▲ 12%
Mar '25Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 79%
Larger than 21% of 16,271 advisers
EmployeesTop 69%
More than 31% of 16,825 advisers
Assets under management
$176Mregulatory AUM
Discretionary $174.7MNon-discretionary $1.3M