Overview
Assets Under Management: $215 million
Headquarters: WILLIAMSVILLE, NY
High-Net-Worth Clients: 58
Average Client Assets: $2.2 million
Frequently Asked Questions
FLORIAN FINANCIAL GROUP 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 #123869), FLORIAN FINANCIAL GROUP LLC is subject to fiduciary duty under federal law.
FLORIAN FINANCIAL GROUP LLC is headquartered in WILLIAMSVILLE, NY.
FLORIAN FINANCIAL GROUP LLC serves 58 high-net-worth clients according to their SEC filing dated March 30, 2026. View client details ↓
According to their SEC Form ADV, FLORIAN FINANCIAL GROUP LLC offers financial planning, portfolio management for individuals, and pension consulting services. View all service details ↓
FLORIAN FINANCIAL GROUP LLC manages $215 million in client assets according to their SEC filing dated March 30, 2026.
According to their SEC Form ADV, FLORIAN FINANCIAL GROUP LLC 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
Clients
Number of High-Net-Worth Clients: 58
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 59.76%
Average Client Assets: $2.2 million
Total Client Accounts: 957
Discretionary Accounts: 957
Regulatory Filings
CRD Number: 123869
Filing ID: 2076773
Last Filing Date: 2026-03-30 22:39:57