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| Florida Financial Advisors LLC
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| |
|---|---|
| CRD # | 288811 |
| SEC # | 801-127276 |
| CIK # | |
| AUM | $199.0 MM (2024-08-06) |
| Employees | 310 (95% Investors, 58% Brokers) |
| Phone | 813-333-1683 |
| Address | 401 S 12th St Tampa, FL 33602 |
| Source | [IAPD] [Website] [Twitter] [Facebook] [Instagram] |
| Total AUM ($MM) |
|---|
| AUM Breakdown | Accounts | AUM ($MM) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 1,364 | 190.2 |
| (b) Individuals (high net worth individuals) | 7 | 8.8 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 0 | 0.0 |
| (h) Charitable organizations | 0 | 0.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 1,371 | 199.0 |
| By Discretionary | ||
| Discretionary | 1,371 | 199.0 |
| Non-Discretionary | 0 | 0.0 |
| Total | 1,371 | 199.0 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 199.0 | |
| Total | 1,371 | 199.0 |
| Comparable Firms | State | AUM ($BB) |
|---|---|---|
|
Resolute Wealth Advisor Inc
✚
|
OH | 0.2 |
|
KRAL Financial Advisors LLC
✚
|
MI | 0.2 |
|
Stolz & Associates PS
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|
WA | 0.2 |
|
Montcalm TCR LLC
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|
CA | 0.2 |
|
Delta Capital Management LLC
✚
|
NJ | 0.2 |
|
Oxford Wealth Group LLC
✚
|
FL | 0.2 |
|
RCS Financial Planning LLC
✚
|
MD | 0.2 |
|
The Foundry Financial Group Inc
✚
|
NH | 0.2 |
|
Fox Hill Wealth Management
✚
|
MA | 0.2 |
|
Andrews Advisory Associates LLC
✚
|
HI | 0.2 |