Udell Associates
Family Office
Sarasota, Florida, United States
Udell Associates is a multi-family office based in Sarasota, Florida. Established in 1973, the firm offers estate planning, fixed annuities, life insurance, retirement planning, charitable planning, IRA planning, and asset management. The assets of the firm are managed by the executive management team.
Total Investments
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Portfolio Companies
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Exits
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Funds
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Investment Focus