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TARGETED FINANCIAL SERVICES, LLC
CRD 129049 · SEC 801-62542
5666 SEMINOLE BLVD, SUITE 146, SEMINOLE, FL, 33772, United States
Phone
732-750-9880
Fax
732-750-1004
Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$353.4M
Discretionary AUM
$353.4M
Team
5 total employees; 4 advisory reps
Clients
26-50
Fees
Percentage of AUM; Hourly charges; Fixed fees
Org form
Limited Liability Company
Filing date
2026-03-20
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Portfolio management (institutions)Pension consulting
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 357 | $89.0M |
| High net worth individuals | 65 | $167.8M |
| Pension/profit sharing plans | 48 | $42.2M |
| Charitable organizations | 1 | $775K |
| Corporations/business entities | 6 | $1.7M |
States served
CA, KY, NJ, NY, PA, TX, CT, FL
All web addresses on file
Official SEC filing: View on IAPD