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POINCIANA ADVISORS GROUP, LLC

CRD 137423 · SEC 801-118568

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3300 PGA BOULEVARD, SUITE 200, PALM BEACH GARDENS, FL, 33410, United States

Phone

561-296-0100

Fax

561-626-3934

Registration

Registered (APPROVED)

Source

SEC registered

Total AUM

$396.0M

Discretionary AUM

$396.0M

Team

2 total employees; 1 advisory reps

Clients

0

Fees

Percentage of AUM

Org form

Limited Liability Company

Filing date

2026-03-24

Disciplinary history

No

Services

Financial planningPortfolio management (individuals)Portfolio management (institutions)Pension consultingSelection of other advisers

Client types

TypeClientsAUM
Individuals36$14.2M
High net worth individuals76$369.3M

States served

TX, FL

All web addresses on file

Official SEC filing: View on IAPD