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ID FUNDS ADVISOR LLC

751 Park Of Commerce Drive
Suite 128
Boca Raton, Florida 33487
Tel: (561) 462-1200

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About ID FUNDS ADVISOR LLC

ID FUNDS ADVISOR LLC, formally registered with the SEC as ID FUNDS ADVISOR LLC. The firm was established in 04/29/2022. They have over 1 offices throughout the country.

ID FUNDS ADVISOR LLC is a Boca Raton, Florida based Financial Planning firm with nearly $213,000,000 assets under management, offering retirement planning & investment advisory services to 35 clients. The firm is staffed with 16 experienced financial planners.

Firm Information

SEC Current StatusApproved
Firm CRD#305035
SEC#801-124850
Assets Managed by Firm$213,000,000
No. of Clients35
No. of Advisors16

Fee Structure

  • A percentage of AUM
  • Performance Based

Advisory Services Provided

  • Portfolio management for pooled investment vehicles

Firm Client Information

No. of ClientsAUM
Firm Total35$213,000,000

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