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| Happy Holidays!! thanks for using AUM13F!! |
| Florian Financial Group LLC
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| CRD # | 123869 |
| SEC # | 801-67944 |
| CIK # | |
| AUM | $151.4 M (2025-03-19) |
| Employees | 5 (20% Investors, 0% Brokers) |
| Phone | 716-810-9590 |
| Address | 1825 Maple Road Williamsville, NY 14221 |
| Source | [IAPD] [Website] |
| Total AUM ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 152 | 38.3 |
| (b) Individuals (high net worth individuals) | 47 | 84.9 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 5 | 18.9 |
| (h) Charitable organizations | 0 | 0.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 9.2 |
| (n) Other | 0 | 0.0 |
| Total | 701 | 151.4 |
| By Discretionary | ||
| Discretionary | 701 | 151.4 |
| Non-Discretionary | 0 | 0.0 |
| Total | 701 | 151.4 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 151.4 | |
| Total | 701 | 151.4 |
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|---|---|---|
|
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✚
|
MD | 0.2 |
|
Vine Capital Management LLC
✚
|
0.2 | |
|
RG Financial LLC
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CA | 0.2 |
|
Proactive Capital Management Inc
✚
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KS | 0.2 |
|
Fairfax Global Investment Management LLC
✚
|
0.2 | |
|
Titanium Advisors LLC
✚
|
MA | 0.2 |
|
Banyan Global Investment Advisors LLC
✚
|
FL | 0.2 |
|
Granada Wealth Management LLC
✚
|
NC | 0.2 |
|
Strategic Financial Management LLC
✚
|
0.2 | |
|
Paladin Wealth LLC
✚
|
MN | 0.2 |