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Building 2FLOYD FINANCIAL GROUP LLC

Map pinSPRINGFIELD, MO
Phone417-889-7233
NotebookSEC #801-129942
Total AUM
$164.5M
Employees
5
Clients
689

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
1304 W BATTLEFIELD RD
SPRINGFIELD
MO 65807
United States
Operating Hours
8:30 TO 5:00 M-TH, 8:30 TO 3:00 F
Monday - Friday
Phone
417-889-7233

ReceiptFinancials

Total AUM
$164.5M
Accounts
689
Discretionary
$164.5M
Accounts
689
Non-Discretionary
$0
Accounts
0

ContactClients

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Individual Clients
670
AUM
$140.8M
HNW Individual Clients
16
AUM
$23.2M
Corporation or Business Clients
3
AUM
$475K

Briefcase businessServices

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Services Offered
Financial PlanningIndividual Portfolio Management
Compensation Types
Charges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
MOTX

HandshakeAffiliates

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

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