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

More Retirement Planning firms in Largo, Florida:

Firm Name	Assets Under Management	Total Clients	Total Advisors
RAYMOND JAMES & ASSOCIATES, INC. 880 Carillon Parkway St. Petersburg, FL, 33716	$433,814,330,581	1070028	13966
CITADEL ADVISORS LLC Southeast Financial Center, 200 S. Biscayne Blvd., Suite 3300 Miami, FL, 33131	$397,045,307,119	26	2932
RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC 880 Carillon Parkway Saint Petersburg, FL, 33716	$344,868,106,925	1030208	6727
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

Explore More Retirement Advisors in Largo, Florida

RetirementPlanning.net is a wholly-owned brand of the Respond.com Inc. ("Respond") family. Respond is registered with the U.S. Securities and Exchange Commission as an investment adviser, and operates through various subsidiaries and brands that provide financial education. RetirementPlanning.net matches and refers investors to qualified financial professionals that have elected to participate in our matching platform. RetirementPlanning.net, Respond, and Respond's other subsidiaries and brands do not manage investor assets or otherwise render investment or financial planning advice beyond the referral of investors to qualified financial professionals. By using this website, you agree to our terms and conditions.