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Building 2FIORI FINANCIAL GROUP

Map pinFORT LAUDERDALE, FL
Phone954-763-2600
NotebookSEC #801-127015
Total AUM
$567.4M
Employees
8
Clients
238

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
205 SOUTH EAST 20TH ST
FORT LAUDERDALE
FL 33316
United States
Operating Hours
8:30AM TO 5:PM EST
Monday - Friday
Phone
954-763-2600
Other Offices
1

ReceiptFinancials

Total AUM
$567.4M
Accounts
675
Discretionary
$565.4M
Accounts
671
Non-Discretionary
$2M
Accounts
4

ContactClients

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Individual Clients
122
AUM
$44.4M
HNW Individual Clients
102
AUM
$487.8M
Pension/Profit Sharing Plan Clients
12
AUM
$23.8M
Charitable Organization Clients
2
AUM
$11.4M

Briefcase businessServices

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Services Offered
Individual Portfolio ManagementInstitutional Portfolio ManagementPension Consulting
Compensation Types
Charges Fixed FeeCharges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
CAFLMDNCNENJTX

HandshakeAffiliates

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

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