Suntax Advisors LLC
Firm details
- Headquarters
- Boca Raton, Florida
- CRD number
- 338144
- Fee structure
- Percentage of AUM, Hourly Charges, Fixed Fees, Commissions
- Services
- Financial PlanningPortfolio Management for Individuals
Firm profile
FINTRXOverview
Suntax Advisors LLC is a Florida-registered limited liability company that combines accounting work with direct financial advisory services. The firm is owned by an individual and focuses its advisory practice on financial planning and portfolio management for individuals and small businesses. Its compensation model is flexible, incorporating percentage-of-AUM billing, hourly charges, fixed fees and commission arrangements. Suntax does not identify as an ESG-focused investor and operates solely within Florida rather than as a multi-state advisor.
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
Contacts
1 of 1
Boris Grishchenko
PartnerCRD 8144285
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
Boca Raton, FL
Palm Beach
Location
Boca Raton, FL
Headquartered in Boca Raton, FL, anchoring the Miami-Port St. Lucie-Fort Lauderdale, FL metro in the South.
- Metro area
- Miami-Port St. Lucie-Fort Lauderdale, FL
- Region
- South
- County
- Palm Beach
- Address
- 2200 Nw Corporate Blvd
- Time zone
- ET (UTC-5)
- Office locations
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