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Building 2FLORENCE CAPITAL ADVISORS, LLC

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Phone(212) 202-3296
NotebookSEC #801-106523
Total AUM
$65.2M
Employees
3
Clients
37

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address



Operating Hours
9:00 AM - 5:00 PM
Monday - Friday
Phone
(212) 202-3296

ReceiptFinancials

Total AUM
$65.2M
Accounts
24
Discretionary
$65.2M
Accounts
24
Non-Discretionary
$0
Accounts
0

ContactClients

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Individual Clients
1
AUM
$91.5K
HNW Individual Clients
23
AUM
$11.4M
Pooled Vehicle Clients
12
AUM
$53.5M
Charitable Organization Clients
1
AUM
$200K

Briefcase businessServices

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Services Offered
Advisor / Fund Manager SelectionIndividual Portfolio ManagementPooled Vehicle Portfolio Management
Compensation Types
Charges Percentage AUMCharges Performance-Based

Shield checkCompliance

Disclosures
SEC/CFTC Order EntrySEC/CFTC Penalty/Cease-and-DesistSEC/CFTC Violation Finding
State Registrations
DENY

HandshakeAffiliates

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Affiliates
Reported 2 business affiliates.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.

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