Overview
Assets Under Management: $146 million
Headquarters: SPRINGFIELD, MO
High-Net-Worth Clients: 7
Average Client Assets: $2 million
Frequently Asked Questions
FLOYD 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 #226773), FLOYD FINANCIAL GROUP LLC is subject to fiduciary duty under federal law.
FLOYD FINANCIAL GROUP LLC is headquartered in SPRINGFIELD, MO.
FLOYD FINANCIAL GROUP LLC serves 7 high-net-worth clients according to their SEC filing dated March 24, 2025. View client details ↓
According to their SEC Form ADV, FLOYD FINANCIAL GROUP LLC offers financial planning and portfolio management for individuals. View all service details ↓
FLOYD FINANCIAL GROUP LLC manages $146 million in client assets according to their SEC filing dated March 24, 2025.
According to their SEC Form ADV, FLOYD FINANCIAL GROUP LLC serves high-net-worth individuals. View client details ↓
Services Offered
Services: Financial Planning, Portfolio Management for Individuals
Clients
Number of High-Net-Worth Clients: 7
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 8.75
Average High-Net-Worth Client Assets: $2 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