FLOYD FINANCIAL GROUP LLC
Total AUM
$164.5M
Employees
5Clients
689Firm overview
Client Breakdown by AUM
AUM previous 5 years
Smooth / Detailed
Business
Principal Address
1304 W BATTLEFIELD RD
SPRINGFIELD
MO 65807
United States
SPRINGFIELD
MO 65807
United States
Operating Hours
8:30 TO 5:00 M-TH, 8:30 TO 3:00 F
Monday - Friday
Monday - Friday
Phone
417-889-7233
Financials
Total AUM
$164.5M
Accounts
689Discretionary
$164.5M
Accounts
689Non-Discretionary
$0
Accounts
0
Clients
Individual Clients
670AUM
$140.8M
HNW Individual Clients
16AUM
$23.2M
Corporation or Business Clients
3AUM
$475K
Services
Services Offered
Financial PlanningIndividual Portfolio Management
Compensation Types
Charges Percentage AUM
Compliance
Disclosures
None reported
State Registrations
MOTX
Affiliates
Affiliates
Reported 1 business affiliate.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.