CERTIFIED ADVISORY CORP

1111 Douglas Avenue
Altamonte Springs, Florida 32714-2033
Tel: 407-869-9800

About CERTIFIED ADVISORY CORP

CERTIFIED ADVISORY CORP, formally registered with the SEC as CERTIFIED ADVISORY CORP. The firm was established in 07/23/2002. They have over 6 offices throughout the country.

CERTIFIED ADVISORY CORP is a Altamonte Springs, Florida based Financial Planning firm with nearly $2,272,751,721 assets under management, offering retirement planning & investment advisory services to 5840 clients. The firm is staffed with 37 experienced financial planners.

Firm Information

SEC Current Status	Approved
Firm CRD#	120990
SEC#	801-61305
Assets Managed by Firm	$2,272,751,721
No. of Clients	5840
No. of Advisors	37

Fee Structure

A percentage of AUM
Hourly charges
Fixed fees
Other (SOLICITATION FEES)

Advisory Services Provided

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

Firm Client Information

	No. of Clients	AUM
Firm Total	5840	$2,272,751,721
Individuals (other than high net worth individuals)	1769	$644,659,778
High net worth individuals	558	$1,222,677,333
Pension and profit sharing plans	63	$369,705,492
Charitable organizations	6	$3,681,544
Corporations or other businesses	14	$19,727,433

More Retirement Planning firms in Altamonte Springs, Florida:

Firm Name	Assets Under Management	Total Clients	Total Advisors
CITADEL ADVISORS LLC Southeast Financial Center, 200 S. Biscayne Blvd., Suite 3300 Miami, FL, 33131	$397,045,307,119	26	2932
GQG PARTNERS 450 East Las Olas Boulevard, Suite 750 Fort Lauderdale, FL, 33301	$120,567,542,959	727	189
CORIENT 830 Brickell Plaza, Suite 4800 Miami, FL, 33131	$118,191,936,095	97020	845
ELLIOTT INVESTMENT MANAGEMENT L.P. 360 S. Rosemary Ave, 18th Floor West Palm Beach, FL, 33401	$97,371,716,804	38	578
DOUBLELINE CAPITAL LP 2002 N. Tampa Street, 2nd Floor Tampa, FL, 33602	$92,968,371,160	146	264

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