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Building 2FLORIDA FINANCIAL ADVISORS, LLC

Map pinTAMPA, FL
Phone(813) 333-1683
NotebookSEC #801-127276
Total AUM
$456.1M
Employees
667
Clients
3,005

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
6550 W HILLSBOROUGH AVENUE
SUITE 130
TAMPA
FL 33634
United States
Operating Hours
8:00 AM - 5:00 PM
BY APPOINTMENT ONLY
Phone
(813) 333-1683
Other Offices
20

ReceiptFinancials

Total AUM
$456.1M
Accounts
4,295
Discretionary
$456.1M
Accounts
4,295
Non-Discretionary
$0
Accounts
0

ContactClients

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Individual Clients
2,975
AUM
$414.5M
HNW Individual Clients
30
AUM
$41.6M

Briefcase businessServices

View ADV Part 2 brochures →

Services Offered
Advisor / Fund Manager SelectionFinancial PlanningIndividual Portfolio Management
Compensation Types
Charges Fixed FeeCharges Other FeeCharges Percentage AUM
Other Compensation
2% OF NET WORTH OR ASSETS FOR FINANCIAL PLANNING CLIENTS

Shield checkCompliance

Disclosures

None reported

State Registrations
AKALARAZCACOCTDCDEFLGAHIIAIDILINKSKYLAMAMDMEMIMNMOMSMTNCNDNENHNJNMNVNYOHOKORPAPRRISCSDTNTXUTVAVTWAWIWV

HandshakeAffiliates

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Affiliates
Reported 6 business affiliates.
Claimed Affiliates
Reported as an affiliate by 2 other businesses.

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