ECONOLOGICS FINANCIAL ADVISORS

2401 West Bay Drive
Suite 603
Largo, Florida 33770
Tel: 727-588-1540

About ECONOLOGICS FINANCIAL ADVISORS

ECONOLOGICS FINANCIAL ADVISORS, formally registered with the SEC as ECONOLOGICS FINANCIAL ADVISORS. The firm was established in 01/13/2014. They have over 1 offices throughout the country.

ECONOLOGICS FINANCIAL ADVISORS is a Largo, Florida based Financial Planning firm with nearly $140,813,094 assets under management, offering retirement planning & investment advisory services to 525 clients. The firm is staffed with 18 experienced financial planners.

Firm Information

SEC Current Status	Approved
Firm CRD#	125738
SEC#	801-79018
Assets Managed by Firm	$140,813,094
No. of Clients	525
No. of Advisors	18

Fee Structure

A percentage of AUM
Hourly charges
Fixed fees

Advisory Services Provided

Financial planning services
Portfolio management for individuals and/or small businesses
Selection for other advisors
Publication of periodicals and newsletters
Education seminars/workshops

Firm Client Information

	No. of Clients	AUM
Firm Total	525	$140,813,094
Individuals (other than high net worth individuals)	67	$8,232,114
High net worth individuals	157	$114,866,826
Charitable organizations	2	$213,390
Corporations or other businesses	22	$9,930,592

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