MALLINI COMPLETE FINANCIAL PLANNING LLC
Legal name: TOGETHER PLANNING
CRD #175341 SEC #801-123429 GAINESVILLE, FL 352-221-9300
SEC Registered
Total AUM
$156.8M
Discretionary
$155.6M
Employees
6
Clients
101
Accounts
552
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Oct 2025 | $156.8M | $155.6M | $1.2M | 6 | 0 |
| Jul 2025 | $156.8M | $155.6M | $1.2M | 6 | 0 |
| Mar 2025 | $156.8M | $155.6M | $1.2M | 6 | 0 |
| Jul 2024 | $128.9M | $127.9M | $962.6K | 6 | 0 |
| Apr 2024 | $128.9M | $127.9M | $962.6K | 6 | 0 |
| Feb 2024 | $128.9M | $127.9M | $962.6K | 6 | 0 |
| Oct 2023 | $98.2M | $97.8M | $369.4K | 6 | 0 |
| Mar 2023 | $98.2M | $97.8M | $369.4K | 6 | 0 |
| Feb 2022 | $103.6M | $103.1M | $521.7K | 6 | 0 |
DateOct 2025
Total AUM$156.8M
Discretionary$155.6M
Non-Disc.$1.2M
Employees6
Clients0
DateJul 2025
Total AUM$156.8M
Discretionary$155.6M
Non-Disc.$1.2M
Employees6
Clients0
DateMar 2025
Total AUM$156.8M
Discretionary$155.6M
Non-Disc.$1.2M
Employees6
Clients0
DateJul 2024
Total AUM$128.9M
Discretionary$127.9M
Non-Disc.$962.6K
Employees6
Clients0
DateApr 2024
Total AUM$128.9M
Discretionary$127.9M
Non-Disc.$962.6K
Employees6
Clients0
DateFeb 2024
Total AUM$128.9M
Discretionary$127.9M
Non-Disc.$962.6K
Employees6
Clients0
DateOct 2023
Total AUM$98.2M
Discretionary$97.8M
Non-Disc.$369.4K
Employees6
Clients0
DateMar 2023
Total AUM$98.2M
Discretionary$97.8M
Non-Disc.$369.4K
Employees6
Clients0
DateFeb 2022
Total AUM$103.6M
Discretionary$103.1M
Non-Disc.$521.7K
Employees6
Clients0