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BOCA WEALTH ADVISORS
400 S Dixie Hwy
Suite 322
Boca Raton, Florida 33432
Tel: 561-391-4477
About BOCA WEALTH ADVISORS
BOCA WEALTH ADVISORS, formally registered with the SEC as BOCA WEALTH ADVISORS. The firm was established in 09/22/1999. They have over 2 offices throughout the country.
BOCA WEALTH ADVISORS is a Boca Raton, Florida based Financial Planning firm with nearly $333,406,000 assets under management, offering retirement planning & investment advisory services to 498 clients. The firm is staffed with 3 experienced financial planners.
Firm Information
| SEC Current Status | Approved |
|---|---|
| Firm CRD# | 108038 |
| SEC# | 801-56858 |
| Assets Managed by Firm | $333,406,000 |
| No. of Clients | 498 |
| No. of Advisors | 3 |
Fee Structure
- A percentage of AUM
- Fixed fees
Advisory Services Provided
- Financial planning services
- Portfolio management for individuals and/or small businesses
Firm Client Information
| No. of Clients | AUM | |
|---|---|---|
| Firm Total | 498 | $333,406,000 |
| Individuals (other than high net worth individuals) | 68 | $29,395,000 |
| High net worth individuals | 83 | $269,750,000 |
| Pension and profit sharing plans | 5 | $11,510,000 |
| Charitable organizations | Fewer than 5 clients | $22,751,000 |
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