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FIORI FINANCIAL GROUP
205 South East 20th St
Fort Lauderdale, Florida 33316
Tel: 954-763-2600
About FIORI FINANCIAL GROUP
FIORI FINANCIAL GROUP, formally registered with the SEC as FIORI FINANCIAL GROUP. The firm was established in 12/08/2022. They have over 2 offices throughout the country.
FIORI FINANCIAL GROUP is a Fort Lauderdale, Florida based Financial Planning firm with nearly $476,671,565 assets under management, offering retirement planning & investment advisory services to 660 clients. The firm is staffed with 8 experienced financial planners.
Firm Information
| SEC Current Status | Approved |
|---|---|
| Firm CRD# | 318641 |
| SEC# | 801-127015 |
| Assets Managed by Firm | $476,671,565 |
| No. of Clients | 660 |
| No. of Advisors | 8 |
Fee Structure
- A percentage of AUM
- Fixed fees
Advisory Services Provided
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
- Pesnsion consulting services
Firm Client Information
| No. of Clients | AUM | |
|---|---|---|
| Firm Total | 660 | $476,671,565 |
| Individuals (other than high net worth individuals) | 125 | $40,407,942 |
| High net worth individuals | 108 | $404,865,168 |
| Pension and profit sharing plans | 15 | $21,027,672 |
| Charitable organizations | 2 | $10,370,783 |
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