Adam Financial Associates Inc.
Adam Financial Associates Inc. (CRD# 109315) is a financial advisory firm headquartered in Boca Raton, FL. They manage $160,804,820 in 632 accounts and serve the financial needs of clients across 2 states (or territories).
Current Firm Details
Adam Financial Associates Inc.
By the Numbers
-
Total Assets Under Management161MILLION
-
Total Number of Accounts632ACCOUNTS
-
Average Account Value$254,438
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
Registered Investment Advisor
The map below shows states where this firm has explicit registration only.
FL, TX
Financial Advisors at Adam Financial Associates Inc.
No Advisor Found.
Ready to hire a financial advisor?
Get competitive proposals from multiple advisors.