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Home > Retirement Planners > florida > seminole > TARGETED FINANCIAL SERVICES, LLC
TARGETED FINANCIAL SERVICES, LLC
5666 Seminole Blvd
Suite 146
Seminole, Florida 33772
Tel: 732-750-9880
About TARGETED FINANCIAL SERVICES, LLC
TARGETED FINANCIAL SERVICES, LLC, formally registered with the SEC as TARGETED FINANCIAL SERVICES, LLC. The firm was established in 12/19/2003. They have over 2 offices throughout the country.
TARGETED FINANCIAL SERVICES, LLC is a Seminole, Florida based Financial Planning firm with nearly $282,639,691 assets under management, offering retirement planning & investment advisory services to 397 clients. The firm is staffed with 4 experienced financial planners.
Firm Information
| SEC Current Status | Approved |
|---|---|
| Firm CRD# | 129049 |
| SEC# | 801-62542 |
| Assets Managed by Firm | $282,639,691 |
| No. of Clients | 397 |
| No. of Advisors | 4 |
Fee Structure
- A percentage of AUM
- Hourly charges
- Fixed fees
Advisory Services Provided
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
Firm Client Information
| No. of Clients | AUM | |
|---|---|---|
| Firm Total | 397 | $282,639,691 |
| Individuals (other than high net worth individuals) | 316 | $81,773,947 |
| High net worth individuals | 56 | $176,858,616 |
| Pension and profit sharing plans | 11 | $21,648,880 |
| Corporations or other businesses | 5 | $2,358,248 |
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