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FLORENCE CAPITAL ADVISORS, LLC
CRD 281038 · SEC 801-106523
DE, United States
Phone
(212) 202-3296
Fax
—
Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$65.2M
Discretionary AUM
$65.2M
Team
3 total employees; 1 advisory reps; 23 broker-dealer reps
Clients
0
Fees
Percentage of AUM; Performance-based fees
Org form
Limited Liability Company
Filing date
2026-06-01
Disciplinary history
Yes
Services
Portfolio management (individuals)Portfolio management (pooled vehicles)Selection of other advisers
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 1 | $92K |
| High net worth individuals | 23 | $11.4M |
| Pooled investment vehicles | 12 | $53.5M |
| Charitable organizations | 1 | $200K |
States served
DE, NY
All web addresses on file
Official SEC filing: View on IAPD