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Building 2ADAM FINANCIAL ASSOCIATES INC

Map pinBOCA RATON, FL
Phone561-417-0001
NotebookSEC #801-106548
Total AUM
$160.8M
Employees
5
Clients
197

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
2500 N. MILITARY TRAIL
SUITE 306
BOCA RATON
FL 33431
United States
Operating Hours
BY APPOINTMENT
Monday - Friday
Phone
561-417-0001

ReceiptFinancials

Total AUM
$160.8M
Accounts
632
Discretionary
$160.8M
Accounts
632
Non-Discretionary
$0
Accounts
0

ContactClients

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Individual Clients
132
AUM
$48.7M
HNW Individual Clients
65
AUM
$112.1M

Briefcase businessServices

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Services Offered
Financial PlanningIndividual Portfolio Management
Compensation Types
Charges Fixed FeeCharges Hourly FeeCharges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
FLTXVA

HandshakeAffiliates

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Affiliates
Reported 1 business affiliate.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.

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