Adam Financial Associates Inc.

Adam Financial Associates Inc. (CRD# 109315) is a financial advisory firm headquartered in Boca Raton, FL. They manage $131,074,784 in 594 accounts and serve the financial needs of clients across 1 states (or territories).

By the Numbers
  • Total Assets Under Management
  • Total Number of Accounts
  • Average Account Value
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.


Financial Advisors at Adam Financial Associates Inc.
Showing 1 - 1 of 1 top financial advisors.
Mari B. Adam
CRD#: 2522739
2500 N. Military Trail, Suite 306, Boca Raton, FL 33431

Mari Adam (CRD# 2522739) is an Investment Advisor Representative working at Adam Financial Associates Inc. in Boca Raton, FL and has over 23 years of experience in the finance industry. Mari Adam has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

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