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FINIAT, LLC

CRD 329094 · SEC 801-129206

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808 NORTH DONNELLY ST., MOUNT DORA, FL, 32757, United States

Phone

352-729-2739

Fax

—

Registration

Registered (APPROVED)

Source

SEC registered

Total AUM

$25.6M

Discretionary AUM

$0

Team

7 total employees; 3 advisory reps; 3 broker-dealer reps

Clients

—

Fees

Percentage of AUM; Performance-based fees; PLATFORM FEES, TECHNOLOGY SERVICES FEES, ADVISOR REFERRAL FEES

Org form

Limited Liability Company

Filing date

2026-03-03

Disciplinary history

No

Services

Portfolio management (institutions)

Client types

TypeClientsAUM
Other investment advisers1$25.6M

States served

FL

All web addresses on file

Official SEC filing: View on IAPD