Overview
Assets Under Management: $166 million
Headquarters: BOCA RATON, FL
High-Net-Worth Clients: 68
Average Client Assets: $1.7 million
Frequently Asked Questions
ADAM FINANCIAL ASSOCIATES INC is a fee-based investment advisor. Detailed fee schedules are available in their SEC Form ADV filing.
Yes. As an SEC-registered investment advisor (CRD #109315), ADAM FINANCIAL ASSOCIATES INC is subject to fiduciary duty under federal law.
ADAM FINANCIAL ASSOCIATES INC is headquartered in BOCA RATON, FL.
ADAM FINANCIAL ASSOCIATES INC serves 68 high-net-worth clients according to their SEC filing dated March 30, 2018. View client details ↓
According to their SEC Form ADV, ADAM FINANCIAL ASSOCIATES INC offers financial planning and portfolio management for individuals. View all service details ↓
ADAM FINANCIAL ASSOCIATES INC manages $166 million in client assets according to their SEC filing dated March 30, 2018.
According to their SEC Form ADV, ADAM FINANCIAL ASSOCIATES INC serves high-net-worth individuals. View client details ↓
Services Offered
Services: Financial Planning, Portfolio Management for Individuals
Clients
Number of High-Net-Worth Clients: 68
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 70.56%
Average Client Assets: $1.7 million
Total Client Accounts: 621
Discretionary Accounts: 621
Regulatory Filings
CRD Number: 109315
Filing ID: 1204131
Last Filing Date: 2018-03-30 12:20:00