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Home > Retirement Planners > california > menlo park > FLORIDA FINANCIAL ADVISORS, LLC
FLORIDA FINANCIAL ADVISORS, LLC
401 S 12th St.
Unit 2
Tampa, Florida 33602
Tel: (813) 333-1683
About FLORIDA FINANCIAL ADVISORS, LLC
FLORIDA FINANCIAL ADVISORS, LLC, formally registered with the SEC as FLORIDA FINANCIAL ADVISORS, LLC. The firm was established in 02/03/2023. They have over 11 offices throughout the country.
FLORIDA FINANCIAL ADVISORS, LLC is a Tampa, Florida based Financial Planning firm with nearly $199,000,000 assets under management, offering retirement planning & investment advisory services to 1371 clients. The firm is staffed with 310 experienced financial planners.
Firm Information
| SEC Current Status | Approved |
|---|---|
| Firm CRD# | 288811 |
| SEC# | 801-127276 |
| Assets Managed by Firm | $199,000,000 |
| No. of Clients | 1371 |
| No. of Advisors | 310 |
Fee Structure
- A percentage of AUM
- Fixed fees
- Other (2% OF NET WORTH OR ASSETS FOR FINANCIAL PLANNING CLIENTS)
Advisory Services Provided
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
- Pesnsion consulting services
- Selection for other advisors
Firm Client Information
| No. of Clients | AUM | |
|---|---|---|
| Firm Total | 1371 | $199,000,000 |
| Individuals (other than high net worth individuals) | 1364 | $190,250,000 |
| High net worth individuals | 7 | $8,750,000 |
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