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 in 2019 that serves individual and family clients. The firm offers financial planning, discretionary portfolio management for individuals and small businesses, and the selection of other advisers, indicating it both manages assets directly and allocates to third‑party managers. It charges fees based on a percentage of assets under management and can bill hourly, and it operates as a capital allocator with a related adviser in its corporate structure. API does not position itself as an ESG investor and is not registered as a multi‑state adviser.
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 13
Neal Quon
Wealth ManagerCRD 4475467
Victor Tassone
Wealth ManagerCRD 6958827
Ward Brooks
Investment Adviser RepresentativeCRD 6232679
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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