ADVUS FINANCIAL PARTNERS, LLC

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

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 Status	Approved
Firm CRD#	311990
SEC#	801-120458
Assets Managed by Firm	$2,764,389,643
No. of Clients	1168
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
Portfolio management for businesses or institutional clients
Pesnsion consulting services
Selection for other advisors

Firm Client Information

	No. of Clients	AUM
Firm Total	1168	$2,764,389,643
Individuals (other than high net worth individuals)	316	$103,906,211
High net worth individuals	154	$734,815,102
Pension and profit sharing plans	71	$1,821,796,015
Charitable organizations	7	$100,138,094
Corporations or other businesses	Fewer than 5 clients	$3,734,221

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Firm Name	Assets Under Management	Total Clients	Total Advisors

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