API Financial Advisors, LLC
Firm details
- Headquarters
- Rockledge, Florida
- CRD number
- 304586
- Registered since
- July 31, 2019
- Website
- quilityfinancialadvisors.com
- Custodians
- CHARLES SCHWAB & CO., INC.
- Fee structure
- Percentage of AUM, Hourly Charges
- Client types
- Individuals77.31%
- HNWI22.69%
- Services
- Financial PlanningPortfolio Management for IndividualsSelection of Other Advisers
Firm profile
FINTRXOverview
API Financial Advisors, LLC is an independent registered investment adviser formed as an LLC and registered with the SEC in 2019. The firm serves individual and family clients and describes itself as a capital allocator and a related adviser to other entities. Its core services include financial planning, portfolio management for individuals and small businesses, and the selection of other advisers. Fees are charged primarily as a percentage of assets under management and, for some engagements, on an hourly basis. The firm does not identify as an active ESG investor in its regulatory filing.
Assets & Accounts
Public Holdings
Investments & Alternatives
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Exchange Traded Equities90%
- Non-Exchange Traded Equities2%
- US Government Bonds1%
- State & Local Bonds1%
- Investment Grade Corp Bonds1%
Owners & executives
1 of 1
Matthew Myland
Chief Investment OfficerCRD 2912931
Contacts
3 of 16
Daniel Pecoraro
Investment Advisor RepresentativeCRD 2515087
Norman Taylor
Registered RepresentativeCRD 7249720
Rebecca Cross
Investment Adviser RepresentativeCRD 7821083
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
Rockledge, FL
Brevard
Location
Rockledge, FL
Headquartered in Rockledge, FL, in the South of the United States.
- Region
- South
- County
- Brevard
- Address
- 1950 Rockledge Blvd
- Time zone
- ET (UTC-5)
- Office locations
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