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FALLENBAUM CPA & ADVISORS, LLC
CRD 154314
300 S. PINE ISLAND RD., SUITE #260, PLANTATION, FL, 33324, United States
Phone
954-615-4272
Fax
954-615-4270
Registration
— (—)
Source
State registered
Total AUM
$7.6M
Discretionary AUM
$7.6M
Team
1 total employees; 1 advisory reps
Clients
0
Fees
Percentage of AUM; Hourly charges; Fixed fees
Org form
Limited Liability Company
Filing date
2026-04-23
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 11 | $4.2M |
| High net worth individuals | 1 | $3.4M |
All web addresses on file
Official SEC filing: View on IAPD