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