Advanced Financial Analysis, LLC

Advanced Financial Analysis, LLC (CRD# 165505) is a financial advisory firm headquartered in , . They manage $4,330,283 in 19 accounts and serve the financial needs of clients across 1 states (or territories).

Current Firm Details
By the Numbers
  • Total Assets Under Management
    4
    MILLION
  • Total Number of Accounts
    19
    ACCOUNTS
  • Average Account Value
    $227,910
Compensation Options
  • A percentage of assets under your management
  • 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
The map below shows states where this firm has explicit registration only.

FL

Financial Advisors at Advanced Financial Analysis, LLC
Showing 1 - 1 of 1 top financial advisors.
1
David Croney, financial advisor Fleming Island FL
David A. Croney
CRD#: 1281734
Fleming Island, FL

David Croney (CRD# 1281734) is an Investment Advisor Representative working at Advanced Financial Analysis, LLC in Fleming Island, FL and has over 25 years of experience in the finance industry.

Our primary data source is public filings of Form ADV as published by the Securities and Exchange Commission (SEC) and made available in accordance with the Freedom of Information Act (FOIA). Supplementary information may be provided by listed advisors or their representatives.

Because many firms provide a variety of products or services, an individual may or may not be registered to operate under all services provided by the firm.

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