Directory of Professional Retirement Planners
National Coverage
Local Professionals
Home > Retirement Planners > florida > rockledge > QUILITY FINANCIAL ADVISORS
QUILITY FINANCIAL ADVISORS
1950 Rockledge Blvd
Unit 201
Rockledge, Florida 32955
Tel: 321-888-2599
About QUILITY FINANCIAL ADVISORS
QUILITY FINANCIAL ADVISORS, formally registered with the SEC as QUILITY FINANCIAL ADVISORS. The firm was established in 07/31/2019. They have over 5 offices throughout the country.
QUILITY FINANCIAL ADVISORS is a Rockledge, Florida based Financial Planning firm with nearly $44,500,000 assets under management, offering retirement planning & investment advisory services to 185 clients. The firm is staffed with 6 experienced financial planners.
Firm Information
| SEC Current Status | Approved |
|---|---|
| Firm CRD# | 304586 |
| SEC# | 801-117119 |
| Assets Managed by Firm | $44,500,000 |
| No. of Clients | 185 |
| No. of Advisors | 6 |
Fee Structure
- A percentage of AUM
- Hourly charges
Advisory Services Provided
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection for other advisors
Firm Client Information
| No. of Clients | AUM | |
|---|---|---|
| Firm Total | 185 | $44,500,000 |
| Individuals (other than high net worth individuals) | 182 | $40,500,000 |
| High net worth individuals | Fewer than 5 clients | $4,000,000 |
More Retirement Planning firms in Rockledge, Florida:
| Firm Name | Assets Under Management | Total Clients | Total Advisors |
|---|---|---|---|
| $433,814,330,581 | 1070028 | 13966 | |
| $397,045,307,119 | 26 | 2932 | |
| $344,868,106,925 | 1030208 | 6727 | |
| $120,567,542,959 | 727 | 189 | |
| $118,191,936,095 | 97020 | 845 |
Explore More Retirement Advisors in Rockledge, Florida