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Building 2CERTIFIED ADVISORY CORP

Map pinALTAMONTE SPRINGS, FL
Phone407-869-9800
NotebookSEC #801-61305
Total AUM
$3B
Employees
39
Clients
2,556

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
1111 DOUGLAS AVENUE
ALTAMONTE SPRINGS
FL 32714-2033
United States
Operating Hours
8:30AM TO 5:30PM
Monday - Friday
Phone
407-869-9800
Other Offices
4

ReceiptFinancials

Total AUM
$3B
Accounts
6,372
Discretionary
$3B
Accounts
6,372
Non-Discretionary
$0
Accounts
0

ContactClients

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Individual Clients
1,475
AUM
$451.1M
HNW Individual Clients
1,001
AUM
$2.1B
Pension/Profit Sharing Plan Clients
63
AUM
$485.4M
Charitable Organization Clients
6
AUM
$4.1M
Government Entity Clients
2
AUM
$15.9M
Corporation or Business Clients
9
AUM
$23.5M

Briefcase businessServices

View ADV Part 2 brochures →

Services Offered
Advisor / Fund Manager SelectionEducationFinancial PlanningIndividual Portfolio ManagementPension ConsultingPublications
Compensation Types
Charges Fixed FeeCharges Hourly FeeCharges Other FeeCharges Percentage AUM
Other Compensation
SOLICITATION FEES

Shield checkCompliance

Disclosures

None reported

State Registrations
ALAZCACOCTDEFLGAILLAMDMINCNHNJNVNYOHPASCTNTXVAWA

HandshakeAffiliates

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Affiliates
Reported 3 business affiliates.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.

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