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Building 2CAMARDA WEALTH ADVISORY GROUP

Map pinFLEMING ISLAND, FL
Phone904-278-1177
NotebookSEC #801-61028
Total AUM
$315.4M
Employees
17
Clients
287

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
4371 HWY 17 #201
FLEMING ISLAND
FL 32003
United States
Operating Hours
9 A.M. TO 5 P.M.
Monday - Friday
Phone
904-278-1177
Other Offices
2

ReceiptFinancials

Total AUM
$315.4M
Accounts
928
Discretionary
$305.2M
Accounts
910
Non-Discretionary
$10.2M
Accounts
18

ContactClients

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Individual Clients
178
AUM
$86.2M
HNW Individual Clients
88
AUM
$159.9M
Pension/Profit Sharing Plan Clients
1
AUM
$6.3M
Corporation or Business Clients
20
AUM
$63M

Briefcase businessServices

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Services Offered
Financial PlanningIndividual Portfolio ManagementInstitutional Portfolio ManagementPension Consulting
Compensation Types
Charges Fixed FeeCharges Hourly FeeCharges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
ALCAFLGAILMANCNHNYSCTNTX

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

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