RIA Intelligence

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

Firm Details

Organization Type
Limited Liability Company
State of Formation
Florida
Fiscal Year End
DECEMBER
Registration Date
--
Latest Filing
Oct 28, 2025
Branch Offices
2

Advisory Services

No services reported

Compensation Methods

No compensation methods reported

Ownership

Direct Owners & Executive Officers (Schedule A)

NameTypeTitle / StatusOwnershipControl
MALLINI, GEORGE, THOMASIMEMBERNA Control
MALLINI, GEORGE, THOMASIMEMBERNA Control
MALLINI, GEORGE, THOMASIMEMBERNA Control
MALLINI, GEORGE, THOMASIMEMBERNA Control
MALLINI, GEORGE, THOMASIMEMBERNA Control
MALLINI, GEORGE, THOMASIMEMBERNA Control
MALLINI, GEORGE, THOMASIMEMBERNA Control
MALLINI, GEORGE, THOMASIMEMBERNA Control
MALLINI, GEORGE, THOMASIMEMBERNA Control
BERTELSON, LIA, REGINAIMEMBER/CHIEF COMPLIANCE OFFICERC Control
BERTELSON, LIA, REGINAIMEMBER/CHIEF COMPLIANCE OFFICERC Control
BERTELSON, LIA, REGINAIMEMBER/CHIEF COMPLIANCE OFFICERC Control
BERTELSON, LIA, REGINAIMEMBER/CHIEF COMPLIANCE OFFICERC Control
BERTELSON, LIA, REGINAIMEMBER/CHIEF COMPLIANCE OFFICERC Control
BERTELSON, LIA, REGINAIMEMBER/CHIEF COMPLIANCE OFFICERC Control
BERTELSON, LIA, REGINAIMEMBER/CHIEF COMPLIANCE OFFICERC Control
BERTELSON, LIA, REGINAIMEMBER/CHIEF COMPLIANCE OFFICERC Control
BERTELSON, LIA, REGINAIMEMBER/CHIEF COMPLIANCE OFFICERC Control
KNOLL, VIRGINIA, MARIEIMEMBERC Control
KNOLL, VIRGINIA, MARIEIMEMBERC Control
KNOLL, VIRGINIA, MARIEIMEMBERC Control
KNOLL, VIRGINIA, MARIEIMEMBERC Control
KNOLL, VIRGINIA, MARIEIMEMBERC Control
KNOLL, VIRGINIA, MARIEIMEMBERC Control
KNOLL, VIRGINIA, MARIEIMEMBERC Control
KNOLL, VIRGINIA, MARIEIMEMBERC Control
KNOLL, VIRGINIA, MARIEIMEMBERC Control
MALLINI, JUDSON, THOMASIMEMBERC Control
MALLINI, JUDSON, THOMASIMEMBERC Control
MALLINI, JUDSON, THOMASIMEMBERC Control
MALLINI, JUDSON, THOMASIMEMBERC Control
MALLINI, JUDSON, THOMASIMEMBERC Control
MALLINI, JUDSON, THOMASIMEMBERC Control
MALLINI, JUDSON, THOMASIMEMBERC Control
MALLINI, JUDSON, THOMASIMEMBERC Control
MALLINI, JUDSON, THOMASIMEMBERC Control

Registrations

Federal

IA
Oct 28, 2025 REGISTERED

Notice Filings (5)

AL FL GA NC TX

Address

2631 NW 41ST STREET
SUITE E2
GAINESVILLE, FL 32606
United States
Phone: 352-221-9300