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Building 2ADAM FINANCIAL ASSOCIATES INC

Map pinBOCA RATON, FL
Phone561-417-0001
NotebookSEC #801-57854
Total AUM
$70.4M
Employees
3
Clients
0

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
2424 N. FEDERAL HIGHWAY
SUITE 159
BOCA RATON
FL 33431
United States
Operating Hours
BY APPOINTMENT
Monday - Friday
Phone
561-417-0001

ReceiptFinancials

Total AUM
$70.4M
Accounts
132
Discretionary
$70.4M
Accounts
132
Non-Discretionary
$0
Accounts
0

ContactClients

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None reported

Briefcase businessServices

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Services Offered
Financial PlanningIndividual Portfolio Management
Compensation Types
Charges Fixed FeeCharges Hourly FeeCharges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
FL

HandshakeAffiliates

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

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