FLORIAN FINANCIAL GROUP LLC

1825 Maple Road
Suite 240
Williamsville, New York 14221
Tel: 716-810-9590

About FLORIAN FINANCIAL GROUP LLC

FLORIAN FINANCIAL GROUP LLC, formally registered with the SEC as FLORIAN FINANCIAL GROUP LLC. The firm was established in 06/06/2007. They have over 1 offices throughout the country.

FLORIAN FINANCIAL GROUP LLC is a Williamsville, New York based Financial Planning firm with nearly $149,578,434 assets under management, offering retirement planning & investment advisory services to 829 clients. The firm is staffed with 5 experienced financial planners.

Firm Information

SEC Current Status	Approved
Firm CRD#	123869
SEC#	801-67944
Assets Managed by Firm	$149,578,434
No. of Clients	829
No. of Advisors	5

Fee Structure

A percentage of AUM
Hourly charges
Fixed fees

Advisory Services Provided

Financial planning services
Portfolio management for individuals and/or small businesses
Pesnsion consulting services

Firm Client Information

	No. of Clients	AUM
Firm Total	829	$149,578,434
Individuals (other than high net worth individuals)	205	$73,012,348
High net worth individuals	35	$65,532,614
Pension and profit sharing plans	8	$11,033,472

More Retirement Planning firms in Williamsville, New York:

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J.P. MORGAN INVESTMENT MANAGEMENT INC. 383 Madison Avenue New York, NY, 10179-0001	$2,549,092,782,514	92898	3167
GOLDMAN SACHS ASSET MANAGEMENT, L.P. 200 West Street New York, NY, 10282	$1,661,286,615,154	189311	1305
MORGAN STANLEY 2000 Westchester Avenue Purchase, NY, 10577-2530	$1,402,425,838,334	2405783	29300
BLACKROCK FINANCIAL MANAGEMENT, INC 50 Hudson Yards New York, NY, 10001	$1,288,497,806,439	2184	6407
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED One Bryant Park New York, NY, 10036	$1,271,593,679,276	2911578	34934

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