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Building 2POINCIANA ADVISORS GROUP, LLC

Map pinPALM BEACH GARDENS, FL
Phone561-296-0100
NotebookSEC #801-118568
Total AUM
$396M
Employees
2
Clients
114

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
3300 PGA BOULEVARD
SUITE 200
PALM BEACH GARDENS
FL 33410
United States
Operating Hours
8:00 AM TO 5:30 PM
Monday - Friday
Phone
561-296-0100

ReceiptFinancials

Total AUM
$396M
Accounts
309
Discretionary
$396M
Accounts
309
Non-Discretionary
$0
Accounts
0

ContactClients

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Individual Clients
36
AUM
$14.2M
HNW Individual Clients
76
AUM
$369.3M
Charitable Organization Clients
1
AUM
$635.9K
Corporation or Business Clients
1
AUM
$11.8M

Briefcase businessServices

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Services Offered
Advisor / Fund Manager SelectionFinancial PlanningIndividual Portfolio ManagementInstitutional Portfolio ManagementPension Consulting
Compensation Types
Charges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
FLTX

HandshakeAffiliates

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Affiliates
Reported 3 business affiliates.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.

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