Overview
Assets Under Management: $146 million
Headquarters: SPRINGFIELD, MO
High-Net-Worth Clients: 2
Average Client Assets: $67 million
Services Offered
Services: Financial Planning, Portfolio Management for Individuals
Clients
Number of High-Net-Worth Clients: 2
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 91.03
Average High-Net-Worth Client Assets: $67 million
Total Client Accounts: 618
Discretionary Accounts: 618
Regulatory Filings
CRD Number: 226773
Filing ID: 1951722
Last Filing Date: 2025-03-24 16:40:00
Website: https://floydfinancialgroup.com