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ADVUS FINANCIAL PARTNERS, LLC

631 W. Morse Blvd.
Suite 115
Winter Park, Florida 32789
Tel: 407-585-1160

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About ADVUS FINANCIAL PARTNERS, LLC

ADVUS FINANCIAL PARTNERS, LLC, formally registered with the SEC as ADVUS FINANCIAL PARTNERS, LLC. The firm was established in 03/05/2021. They have over 2 offices throughout the country.

ADVUS FINANCIAL PARTNERS, LLC is a Winter Park, Florida based Financial Planning firm with nearly $2,764,389,643 assets under management, offering retirement planning & investment advisory services to 1168 clients. The firm is staffed with 18 experienced financial planners.

Firm Information

SEC Current StatusApproved
Firm CRD#311990
SEC#801-120458
Assets Managed by Firm$2,764,389,643
No. of Clients1168
No. of Advisors18

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
  • Pesnsion consulting services
  • Selection for other advisors

Firm Client Information

No. of ClientsAUM
Firm Total1168$2,764,389,643
Individuals (other than high net worth individuals)316$103,906,211
High net worth individuals154$734,815,102
Pension and profit sharing plans71$1,821,796,015
Charitable organizations7$100,138,094
Corporations or other businessesFewer than 5 clients$3,734,221

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RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC
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CORIENT
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