Florida Financial Advisors, LLC
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
FINTRXOverview
Florida Financial Advisors, LLC is organized as a limited liability company and registered with the SEC in 2023. The firm serves individual and family clients and is owned by a combination of a domestic entity and an individual. Its fee arrangements include percentage-of-AUM billing, fixed fees and other fee structures. Core advisory services reported on filings are financial planning, portfolio management for individuals and small businesses, and the selection of third‑party advisers. The firm is not identified as an active ESG investor on filings and is not listed as a capital allocator. Industry affiliations include relationships with a broker‑dealer and an insurance company.
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 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
Contacts
3 of 824
Jeison Calle
Junior Financial ConsultantCRD 7186786
Jacob Blackman
Junior Financial ConsultantCRD 8321730
Thomas Adamczyk
Junior Financial ConsultantCRD 8247985
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 190Active vs passive
$272M in ETFs
88%
$239M
7%
$32.9M
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| VANGUARD 500 INDEX FUND (VOO) | Vanguard | Passive | Large Blend | $20.4M | 29,749 | 7.52% |
Location
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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