FLORIDA FINANCIAL ADVISORS, LLC

RIASEC RegisteredEst. 2023

Total AUM

$456M

Discretionary

$456M

100% of AUM

Avg account

$106K

Accounts

4,295

Employees

667

Advisory reps

678

Firm details

Headquarters: TAMPA, Florida
CRD number: 288811
Registered since: February 3, 2023
Website: www.floridafa.com
Custodians: FIDELITY DISTRIBUTORS COMPANY LLC, CHARLES SCHWAB & CO., INC.
Fee structure: Percentage of AUM, Fixed Fees, Other
Client types: Individuals90.87%
HNWI9.13%
Services: Financial PlanningPortfolio Management for IndividualsSelection of Other Advisers

Firm profile

FINTRX

Overview

Florida Financial Advisors, LLC is a fee-based advisory firm that serves individual and family clients, offering financial planning, portfolio management for individuals and small businesses, and selection of external advisers. The firm is organized as an LLC and became SEC-registered in 2023. Its fee arrangements include percentage-of-AUM billing alongside fixed fees and other fee structures. Industry relationships listed in filings include broker-dealer and insurance company affiliations.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices

Read the full firm profile in FINTRX →

Investment profile

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

CRM & tech providers

TAMPs used

Clients

Client base

Client personas

Asset composition

Exchange Traded Equities56%
Public Funds/Mutual Funds38%
Cash & Cash Equivalents6%

Owners & executives

3 of 5

Alex Lunyong
Compliance CoordinatorCRD 7832027
JASON MICKOOL
Founder and CEOCRD 2606335
Aryana Nobakht
Compliance CoordinatorCRD 8006750

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Contacts

3 of 673

Thomas Adamczyk
Junior Financial ConsultantCRD 8247985
Jacob Argoncillo
Registered RepresentativeCRD 7905836
Julian Sanchez
Registered RepresentativeCRD 7832005

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Wealth teams

Newly hired reps

Recent M&A activity

Recent filings

Awards

ETF holdings

1 of 172

Active vs passive

$233M in ETFs

Passive

90%

$210M

Active

5%

$22.6M

ETF	Provider	Style	Category	Value	Shares	% of portfolio
VANGUARD 500 INDEX FUND (VOO)	Vanguard	Passive	Large Blend	$16.9M	28,294	7.27%

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Primary office

TAMPA, FL

HILLSBOROUGH

Location

TAMPA, FL

Headquartered in TAMPA, FL, in the South of the United States.

Region: South
County: HILLSBOROUGH
Address: 6550 W Hillsborough Ave
Time zone: ET (UTC-5)
Office locations

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