Overview
Assets Under Management: $2.7 billion
Headquarters: ALTAMONTE SPRINGS, FL
High-Net-Worth Clients: 21
Average Client Assets: $32 million
Services Offered
Services: Financial Planning, Portfolio Management for Individuals, Pension Consulting, Investment Advisor Selection, Educational Seminars
Clients
Number of High-Net-Worth Clients: 21
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 25.10
Average High-Net-Worth Client Assets: $32 million
Total Client Accounts: 6,217
Discretionary Accounts: 6,217
Regulatory Filings
CRD Number: 120990
Filing ID: 1964939
Last Filing Date: 2025-03-31 17:27:00
Website: https://financialgroup.com