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Building 2ADVUS FINANCIAL PARTNERS, LLC

Map pinWINTER PARK, FL
Phone407-585-1160
NotebookSEC #801-120458
Total AUM
$4B
Employees
16
Clients
529

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
631 W. MORSE BLVD.
SUITE 115
WINTER PARK
FL 32789
United States
Operating Hours
8:30-4:30
Monday - Friday
Phone
407-585-1160
Other Offices
2

ReceiptFinancials

Total AUM
$4B
Accounts
1,329
Discretionary
$3.8B
Accounts
1,259
Non-Discretionary
$139.8M
Accounts
70

ContactClients

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Individual Clients
299
AUM
$116.8M
HNW Individual Clients
140
AUM
$849.9M
Pension/Profit Sharing Plan Clients
82
AUM
$2.9B
Charitable Organization Clients
7
AUM
$132.2M
Corporation or Business Clients
1
AUM
$2.4M

Briefcase businessServices

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

Shield checkCompliance

Disclosures

None reported

State Registrations
CACTFLGALAMANHNJNYRITX

HandshakeAffiliates

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Affiliates
Reported 4 business affiliates.
Claimed Affiliates
Reported as an affiliate by 1 other business.

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