ORLANDO FUNERAL ADVISORS LLC

Exempt Reporting AdvisorFINRA MemberEst. 2025
Total AUM
Accounts
0
Advisory reps
1
Brokerage reps
0
Avg account
$0

Firm details

Headquarters
ORLANDO, Florida
CRD number
337214
Registered since
July 30, 2025

Firm profile

FINTRX

Overview

Orlando Funeral Advisors LLC is organized as a limited liability company and is recorded as SEC-registered in 2025. The firm’s ownership is listed as a combination of a domestic entity and an individual. Publicly disclosed firm attributes are sparse: it is not flagged as a capital allocator, does not identify as an active ESG investor, and is not registered as a multi-state adviser. Classification is listed as unclassified and no client-facing advisory activities or fee schedules were provided in the available data.

Assets & Accounts

Investments & Alternatives

Location & Offices

Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

FINTRX

CRM & tech providers

TAMPs used

Clients

FINTRX

Client base

Client personas

Owners & executives

1 of 1
  • John Smith

    Chief Executive OfficerCRD 8127420

Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

Location

Primary office

ORLANDO, FL

ORANGE

Location

ORLANDO, FL

Headquartered in ORLANDO, FL, anchoring the Orlando-Lakeland-Deltona, FL metro in the South.

Metro area
Orlando-Lakeland-Deltona, FL
Region
South
County
ORANGE
Address
4307 Vineland Rd
Time zone
ET (UTC-5)
Office locations

Similar firms

Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth