Overview
Assets Under Management: $141 million
Headquarters: LARGO, FL
High-Net-Worth Clients: 157
Average Client Assets: $731,635
Frequently Asked Questions
ECONOLOGICS FINANCIAL ADVISORS, LLC 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 #125738), ECONOLOGICS FINANCIAL ADVISORS, LLC is subject to fiduciary duty under federal law.
ECONOLOGICS FINANCIAL ADVISORS, LLC is headquartered in LARGO, FL.
ECONOLOGICS FINANCIAL ADVISORS, LLC serves 157 high-net-worth clients according to their SEC filing dated February 04, 2025. View client details ↓
According to their SEC Form ADV, ECONOLOGICS FINANCIAL ADVISORS, LLC offers financial planning, portfolio management for individuals, selection of other advisors, and educational seminars and workshops. View all service details ↓
ECONOLOGICS FINANCIAL ADVISORS, LLC manages $141 million in client assets according to their SEC filing dated February 04, 2025.
According to their SEC Form ADV, ECONOLOGICS FINANCIAL ADVISORS, LLC serves high-net-worth individuals. View client details ↓
Services Offered
Services: Financial Planning, Portfolio Management for Individuals, Investment Advisor Selection, Educational Seminars
Clients
Number of High-Net-Worth Clients: 157
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 81.57
Average High-Net-Worth Client Assets: $731,635
Total Client Accounts: 525
Discretionary Accounts: 525
Regulatory Filings
CRD Number: 125738
Last Filing Date: 2025-02-04 00:00:00
Website: https://econologics.com