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FLORIAN FINANCIAL GROUP LLC
CRD 123869 · SEC 801-67944
1825 MAPLE ROAD, SUITE 240, WILLIAMSVILLE, NY, 14221, United States
Phone
716-810-9590
Fax
716-810-9592
Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$215.0M
Discretionary AUM
$215.0M
Team
8 total employees; 5 advisory reps
Clients
51-100
Fees
Percentage of AUM; Hourly charges; Fixed fees
Org form
Limited Liability Company
Filing date
2026-06-17
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Pension consulting
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 187 | $57.9M |
| High net worth individuals | 58 | $128.5M |
States served
NY, FL
All web addresses on file
Official SEC filing: View on IAPD