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FLORIDA ATLANTIC SECURITIES CORP.
CRD 43272
9130 SOUTH DADELAND BLVD., SUITE 1600, MIAMI, FL, 33156, United States
Phone
305-670-9250
Fax
305-670-9255
Registration
— (—)
Source
State registered
Total AUM
$547.1M
Discretionary AUM
$547.1M
Team
4 total employees; 4 advisory reps; 1 broker-dealer reps
Clients
—
Fees
Percentage of AUM; Performance-based fees; A PERCENTAGE UNDER ASSETS UNDER ADVISEMENT
Org form
Corporation
Filing date
2026-03-31
Disciplinary history
No
Services
Portfolio management (individuals)Portfolio management (pooled vehicles)Selection of other advisers
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 21 | $19.0M |
| High net worth individuals | 21 | $181.7M |
| Pooled investment vehicles | 1 | $6.2M |
| Charitable organizations | 4 | $340.1M |
All web addresses on file
Official SEC filing: View on IAPD