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| Message |
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| Happy Holidays!! thanks for using AUM13F!! |
| Florida Financial Advisors LLC
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| CRD # | 288811 |
| SEC # | 801-127276 |
| CIK # | 0002050972 |
| AUM | $317.8 M (2025-05-01) |
| Employees | 465 (98% Investors, 59% Brokers) |
| Phone | 813-333-1683 |
| Address | 401 S 12th St Tampa, FL 33602 |
| Source | [IAPD] [EDGAR] [Website] [Twitter] [LinkedIn] [Facebook] |
| Total AUM ($M) |
|---|
| CIK | Period |
|---|---|
| 0002050972 |
| Sector | Form 13F Holdings | Value ($M) | |
|---|---|---|---|
| Apple Inc | 10.6 | ||
| Broadcom Inc | 9.8 | ||
| Microsoft Corp | 9.1 | ||
| Nvidia Corp | 7.0 | ||
| Alphabet Inc | 7.0 | ||
| J P Morgan Chase & Co | 7.0 | ||
| Amazon Com Inc | 6.3 | ||
| Costco Wholesale Corp /NEW | 4.7 | ||
| AT&T Inc | 4.1 | ||
| Facebook Inc | 3.7 | ||
| Gilead Sciences Inc | 3.6 | ||
| Home Depot Inc | 3.5 | ||
| Tesla Motors Inc | 3.4 | ||
| Netflix Inc | 3.2 | ||
| Automatic Data Processing Inc | 3.1 | ||
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| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 1,734 | 284.6 |
| (b) Individuals (high net worth individuals) | 21 | 33.3 |
| (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 | 1,769 | 317.8 |
| By Discretionary | ||
| Discretionary | 1,769 | 317.8 |
| Non-Discretionary | 0 | 0.0 |
| Total | 1,769 | 317.8 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 317.8 | |
| Total | 1,769 | 317.8 |
| EDGAR Form | CIK | 2011 - 2025 |
|---|---|---|
| 13F-HR | [0002050972] |
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Livelife Capital Partners LLC
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MA | 0.3 |
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CA | 0.3 |
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Motive Wealth Advisors LLC
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Cordis Financial LLC
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MN | 0.3 |
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Pacific Wealth Management LLC
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CA | 0.3 |
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Guilbault Capital LLC
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LA | 0.3 |
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Legacy Investment Partners LLC
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KS | 0.3 |
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Salzinger Sheaff Brock LLC
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IN | 0.3 |
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Argyle Capital Management LLC
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PA | 0.3 |
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Panoramic Capital Partners LLC
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OR | 0.3 |