1. Home
  2. Chevron right
  3. Firms
  4. Chevron right
Log inSign in SparklesCreate a free account

Building 2R.L.K. ADVISORY GROUP

Map pinPORT ORANGE, FL
Phone386-675-6973
NotebookSEC #801-120161
Total AUM
$137.6M
Employees
4
Clients
576

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
4240 S. RIDGEWOOD AVENUE
SUITE 1
PORT ORANGE
FL 32127
United States
Operating Hours
9:00 AM - 5:00 PM
Monday - Friday
Phone
386-675-6973

ReceiptFinancials

Total AUM
$137.6M
Accounts
910
Discretionary
$137.6M
Accounts
910
Non-Discretionary
$0
Accounts
0

ContactClients

View more in analytics →

Individual Clients
525
AUM
$74.7M
HNW Individual Clients
49
AUM
$62M
Pension/Profit Sharing Plan Clients
1
AUM
$577.8K
Charitable Organization Clients
1
AUM
$374.8K

Briefcase businessServices

View ADV Part 2 brochures →

Services Offered
Financial PlanningIndividual Portfolio ManagementPension Consulting
Compensation Types
Charges Hourly FeeCharges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
FLGANCNHNJNYPATX

HandshakeAffiliates

View all affiliates →

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

Feature requires an account