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KOVACK ADVISORS, INC.
FT. LAUDERDALE, FL
954-782-4771
SEC #801-63048Total AUM
$6.3B
Employees
320Clients
13,293Firm overview
Client Breakdown by AUM
AUM previous 5 years
Smooth / Detailed
Business
Principal Address
6451 N. FEDERAL HWY
SUITE 1201
FT. LAUDERDALE
FL 33308
United States
SUITE 1201
FT. LAUDERDALE
FL 33308
United States
Operating Hours
9 A.M TO 5 P.M. EST
Monday - Friday
Monday - Friday
Phone
954-782-4771
Other Offices
198
Financials
Total AUM
$6.3B
Accounts
20,493Discretionary
$5.1B
Accounts
17,111Non-Discretionary
$1.2B
Accounts
3,382
Clients
Individual Clients
11,316AUM
$2.8B
HNW Individual Clients
1,590AUM
$2.8B
Banking Clients
1AUM
$756.7K
Pension/Profit Sharing Plan Clients
181AUM
$0
Government Entity Clients
5AUM
$198.6M
Corporation or Business Clients
200AUM
$490.4M
Services
Services Offered
Advisor / Fund Manager SelectionFinancial PlanningIndividual Portfolio ManagementInstitutional Portfolio Management
Compensation Types
Charges Fixed FeeCharges Hourly FeeCharges Other FeeCharges Percentage AUM
Other Compensation
SHARE IN THIRD PARTY FEES
Compliance
Disclosures
Other Regulator Denial/Suspension/RevocationOther Regulator False Statement/DishonestyOther Regulator Order (Past 10 Years)Other Regulator Violation FindingSEC/CFTC Order EntrySEC/CFTC Penalty/Cease-and-DesistSEC/CFTC Violation FindingSRO Discipline/Expulsion/SuspensionSRO Rule Violation
State Registrations
AKALARAZCACOCTDCDEFLGAHIIAIDILINKSKYLAMAMDMEMIMNMOMSMTNCNDNENHNJNMNVNYOHOKORPAPRRISCSDTNTXUTVAVIVTWAWIWV
Affiliates
Affiliates
Reported 5 business affiliates.
Claimed Affiliates
Reported as an affiliate by 1 other business.