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TALLAHASSEE FINANCIAL ADVISORS, INC.
CRD 169204
3015 SHANNON LAKES NORTH, #304, TALLAHASSEE, FL, 32309, United States
Phone
850-999-1953
Fax
(850) 999-1959
Registration
— (—)
Source
State registered
Total AUM
$85.7M
Discretionary AUM
$85.7M
Team
4 total employees; 1 advisory reps
Clients
0
Fees
Percentage of AUM; Hourly charges; Fixed fees
Org form
Corporation
Filing date
2024-03-11
Disciplinary history
Yes
Services
Financial planningPortfolio management (individuals)Portfolio management (institutions)Educational seminarsCONSULTING SERVICES
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 169 | $30.8M |
| High net worth individuals | 28 | $54.9M |
All web addresses on file
Official SEC filing: View on IAPD