Overview
Assets Under Management: $2.7 billion
Headquarters: ALTAMONTE SPRINGS, FL
High-Net-Worth Clients: 667
Average Client Assets: $2 million
Frequently Asked Questions
CERTIFIED ADVISORY CORP 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 #120990), CERTIFIED ADVISORY CORP is subject to fiduciary duty under federal law.
CERTIFIED ADVISORY CORP is headquartered in ALTAMONTE SPRINGS, FL.
CERTIFIED ADVISORY CORP serves 667 high-net-worth clients according to their SEC filing dated March 31, 2025. View client details ↓
According to their SEC Form ADV, CERTIFIED ADVISORY CORP offers financial planning, portfolio management for individuals, pension consulting services, selection of other advisors, and educational seminars and workshops. View all service details ↓
CERTIFIED ADVISORY CORP manages $2.7 billion in client assets according to their SEC filing dated March 31, 2025.
According to their SEC Form ADV, CERTIFIED ADVISORY CORP serves high-net-worth individuals and pension and profit-sharing plans. View client details ↓
Services Offered
Services: Financial Planning, Portfolio Management for Individuals, Pension Consulting, Investment Advisor Selection, Educational Seminars
Clients
Number of High-Net-Worth Clients: 667
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 58.13
Average High-Net-Worth Client Assets: $2 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