Augustine Asset Management Inc.

Augustine Asset Management Inc. (CRD# 105801) is a financial advisory firm headquartered in Jacksonville, FL. They manage $239,113,000 in 224 accounts and serve the financial needs of clients across 3 states (or territories).

By the Numbers
  • Total Assets Under Management
    239
    MILLION
  • Total Number of Accounts
    224
    ACCOUNTS
  • Average Account Value
    $1,067,469
Compensation Options
  • A percentage of assets under your management
Advisory Services Offered
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
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.

CA, FL, GA

Financial Advisors at Augustine Asset Management Inc.
Showing 1 - 4 of 4 top financial advisors.
1
Jeffrey E. Bernardo
CRD#: 2402915
1551 Atlantic Blvd., Ste 103, Jacksonville, FL 32207
96
Wealthminder
score

Jeffrey Bernardo (CRD# 2402915) is an Investment Advisor Representative working at Augustine Asset Management Inc. in Jacksonville, FL and has over 23 years of experience in the finance industry.

2
Frederick M. Blum
CRD#: 4359571
1551 Atlantic Blvd., Ste 103, Jacksonville, FL 32207
93
Wealthminder
score

Frederick Blum (CRD# 4359571) is an Investment Advisor Representative working at Augustine Asset Management Inc. in Jacksonville, FL and has over 16 years of experience in the finance industry.

3
Franco Cirelli
CRD#: 5867216
San Francisco, CA
93
Wealthminder
score

Franco Cirelli (CRD# 5867216) is an Investment Advisor Representative working at Augustine Asset Management Inc. in San Francisco, CA and has over 3 years of experience in the finance industry. Franco Cirelli 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.

4
Neil J. Sullivan
CRD#: 4344039
1551 Atlantic Blvd., Ste 103, Jacksonville, FL 32207
90
Wealthminder
score

Neil Sullivan (CRD# 4344039) is an Investment Advisor Representative working at Augustine Asset Management Inc. in Jacksonville, FL and has 1 year of experience in the finance industry.

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