POINCIANA ADVISORS GROUP, LLC

3300 Pga Boulevard
Suite 200
Palm Beach Gardens, Florida 33410
Tel: 561-296-0100

About POINCIANA ADVISORS GROUP, LLC

POINCIANA ADVISORS GROUP, LLC, formally registered with the SEC as POINCIANA ADVISORS GROUP, LLC. The firm was established in 04/28/2020. They have over 1 offices throughout the country.

POINCIANA ADVISORS GROUP, LLC is a Palm Beach Gardens, Florida based Financial Planning firm with nearly $336,319,781 assets under management, offering retirement planning & investment advisory services to 278 clients. The firm is staffed with 2 experienced financial planners.

Firm Information

SEC Current Status	Approved
Firm CRD#	137423
SEC#	801-118568
Assets Managed by Firm	$336,319,781
No. of Clients	278
No. of Advisors	2

Fee Structure

A percentage of AUM

Advisory Services Provided

Financial planning services
Portfolio management for individuals and/or small businesses
Portfolio management for businesses or institutional clients
Pesnsion consulting services
Selection for other advisors

Firm Client Information

	No. of Clients	AUM
Firm Total	278	$336,319,781
Individuals (other than high net worth individuals)	24	$10,979,343
High net worth individuals	64	$316,131,215
Corporations or other businesses	Fewer than 5 clients	$9,209,223

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