Augustine Asset Management Inc.

Augustine Asset Management Inc. (CRD# 105801) is a financial advisory firm headquartered in Jacksonville, FL. They manage $246,000,000 in 229 accounts and serve the financial needs of clients across 3 states (or territories).

By the Numbers
  • Total Assets Under Management
    246
    MILLION
  • Total Number of Accounts
    229
    ACCOUNTS
  • Average Account Value
    $1,074,236
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 - 3 of 3 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 21 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 15 years of experience in the finance industry.

3
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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