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ISLAND FINANCIAL ADVISORS
ISLAND FINANCIAL ADVISORS, LLC
CRD 311662
429 HOOPER AVENUE, TOMS RIVER, NJ, 08753, United States
Phone
732-505-9444
Fax
732-960-9988
Registration
— (—)
Source
State registered
Total AUM
$80.8M
Discretionary AUM
$80.8M
Team
4 total employees; 1 advisory reps
Clients
—
Fees
Percentage of AUM
Org form
Limited Liability Partnership
Filing date
2026-03-31
Disciplinary history
No
Services
Portfolio management (individuals)Selection of other advisersTAX PREPARATION
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 372 | $51.8M |
| High net worth individuals | 19 | $29.0M |
All web addresses on file
Official SEC filing: View on IAPD