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| Poinciana Advisors Group LLC
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|---|---|
| CRD # | 137423 |
| SEC # | 801-118568 |
| CIK # | 0002054543 |
| AUM | $396.0 M (2026-03-24) |
| Employees | 2 (50% Investors, 0% Brokers) |
| Phone | 561-296-0100 |
| Address | 3300 PGA Boulevard Palm Beach Gardens, FL 33410 |
| Source | [IAPD] [EDGAR] [Website] [Twitter] [LinkedIn] [Facebook] |
| Total AUM ($M) |
|---|
| Sector | Form 13F Holdings | Value ($M) | |
|---|---|---|---|
| Johnson & Johnson | 1.9 | ||
| Nvidia Corp | 1.6 | ||
| Teradyne Inc | 0.9 | ||
| Ciena Corp | 0.8 | ||
| Holdings by Sector ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 36 | 14.2 |
| (b) Individuals (high net worth individuals) | 76 | 369.3 |
| (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 | 0.6 |
| (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 | 11.8 |
| (n) Other | 0 | 0.0 |
| Total | 309 | 396.0 |
| By Discretionary | ||
| Discretionary | 309 | 396.0 |
| Non-Discretionary | 0 | 0.0 |
| Total | 309 | 396.0 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 396.0 | |
| Total | 309 | 396.0 |
| EDGAR Form | CIK | 2011 - 2026 |
|---|---|---|
| 13F-HR | [0002054543] |
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|---|---|---|
|
Centennial Wealth Advisory LLC
✚
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MI | 0.4 |
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Miramontes Capital LLC
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New Insight Wealth Advisors
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Visionary Horizons LLC
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Kirtland Financial Management Inc
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Galapagos Advisory LLC
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Mann Financial Services Inc
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Kiker Wealth Management LLC
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