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Building 2ARMADA ADVISORS

Map pinPENSACOLA, FL
Phone850-497-6167
NotebookSEC #801-120409
Total AUM
$190.3M
Employees
2
Clients
326

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
1800 N E STREET
PENSACOLA
FL 32501
United States
Operating Hours
8:30 A.M. - 4:00 P.M.
Monday - Friday
Phone
850-497-6167

ReceiptFinancials

Total AUM
$190.3M
Accounts
692
Discretionary
$174.2M
Accounts
654
Non-Discretionary
$16.1M
Accounts
38

ContactClients

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Individual Clients
279
AUM
$54.9M
HNW Individual Clients
44
AUM
$81.1M
Charitable Organization Clients
1
AUM
$1.2M
Corporation or Business Clients
1
AUM
$727.1K
Other Clients
1
AUM
$52.4M
Description of Other Clients
INSTITUTIONAL FIDELITY 401K

Briefcase businessServices

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Services Offered
Advisor / Fund Manager SelectionFinancial PlanningIndividual Portfolio ManagementInstitutional Portfolio ManagementOther ServicesPension Consulting
Other Services
REAL ESTATE AND TRUSTEE ADVISORY
Compensation Types
Charges Fixed FeeCharges Hourly FeeCharges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
ALFLLATXVA

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

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