Florida Financial Advisors, LLC
Firm details
- Headquarters
- Tampa, Florida
- CRD number
- 288811
- Registered since
- February 3, 2023
- Website
- www.floridafa.com
- Custodians
- FIDELITY DISTRIBUTORS COMPANY LLC, CHARLES SCHWAB & CO., INC.
- Fee structure
- Percentage of AUM, Fixed Fees, Other
- Client types
- Individuals90.87%
- HNWI9.13%
- Services
- Financial PlanningPortfolio Management for IndividualsSelection of Other Advisers
Firm profile
FINTRXOverview
Florida Financial Advisors, LLC is an SEC-registered independent advisory firm that works primarily with individuals and families. The firm provides financial planning, discretionary portfolio management for individuals and small businesses, and selection of third-party advisers. Its fee arrangements include percentage-of-AUM billing, fixed fees and other fee structures. The firm lists both a domestic entity and an individual in its ownership profile and reports affiliations with a broker-dealer and an insurance company. The firm’s registration year is 2023. It does not identify as an active ESG investor and is not listed as a capital allocator in the source data. Its stated classification is unclassified.
Assets & Accounts
Public Holdings
Investments & Alternatives
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Exchange Traded Equities56%
- Public Funds/Mutual Funds38%
- Cash & Cash Equivalents6%
Owners & executives
3 of 5
Alex Lunyong
Compliance CoordinatorCRD 7832027
Jason Mickool
Founder and CEOCRD 2606335
Aryana Nobakht
Compliance CoordinatorCRD 8006750
Contacts
3 of 800
Jeison Calle
Junior Financial ConsultantCRD 7186786
Thomas Adamczyk
Junior Financial ConsultantCRD 8247985
Jacob Argoncillo
Registered RepresentativeCRD 7905836
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 190Active vs passive
$272M in ETFs
88%
$239M
7%
$32.9M
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| VANGUARD 500 INDEX FUND (VOO) | Vanguard | Passive | Large Blend | $20.4M | 29,749 | 7.52% |
Location
Tampa, FL
Hillsborough
Location
Tampa, FL
Headquartered in Tampa, FL, in the South of the United States.
- Region
- South
- County
- Hillsborough
- Address
- 6550 W Hillsborough Ave
- Time zone
- ET (UTC-5)
- Office locations
Similar firms
Wealth Advisors Of Tampa Bay
RIATampa, FL
Mangrove Equity Partners
RIATampa, FL
Capco Asset Management, LLC
RIATampa, FL
The Ambrus Group LLC
RIATampa, FL
Quantum Private Wealth, LLC
RIATampa, FL
Clearwell Group
RIATampa, FL