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ECONOLOGICS FINANCIAL ADVISORS
LARGO, FL
727-588-1540
SEC #801-79018Total AUM
$183.2M
Employees
18Clients
344Firm overview
Client Breakdown by AUM
AUM previous 5 years
Smooth / Detailed
Business
Principal Address
2401 WEST BAY DRIVE
SUITE 603
LARGO
FL 33770
United States
SUITE 603
LARGO
FL 33770
United States
Operating Hours
BY APPOINTMENT
Monday - Friday
Monday - Friday
Phone
727-588-1540
Financials
Total AUM
$183.2M
Accounts
708Discretionary
$183.2M
Accounts
708Non-Discretionary
$0
Accounts
0
Clients
Individual Clients
134AUM
$16M
HNW Individual Clients
157AUM
$149.7M
Charitable Organization Clients
3AUM
$412.7K
Corporation or Business Clients
34AUM
$10.9M
Other Clients
16AUM
$6.3M
Description of Other Clients
TRUST
Services
Services Offered
Advisor / Fund Manager SelectionEducationFinancial PlanningIndividual Portfolio ManagementPublications
Compensation Types
Charges Fixed FeeCharges Hourly FeeCharges Percentage AUM
Compliance
Disclosures
None reported
State Registrations
ALARAZCACOFLGAIAILINKSKYLAMAMDMIMNMOMSMTNCNENHNMNYOHOKORPASCTNTXUTVAWAWI
Affiliates
Affiliates
Reported 1 business affiliate.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.