Poinciana Advisors Group, LLC

Poinciana Advisors Group, LLC (CRD# 137423) is a financial advisory firm headquartered in Palm Beach Gardens, FL. They manage $54,142,309 in 84 accounts and serve the financial needs of clients across 1 states (or territories).

By the Numbers
  • Total Assets Under Management
    54
    MILLION
  • Total Number of Accounts
    84
    ACCOUNTS
  • Average Account Value
    $644,551
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
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
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.

FL

Financial Advisors at Poinciana Advisors Group, LLC
Showing 1 - 4 of 4 top financial advisors.
1
Joshua B. Angell
CRD#: 5754377
11025 Rca Center Drive, Suite 401, Palm Beach Gardens, FL 33410
93
Wealthminder
score

Joshua Angell (CRD# 5754377) is an Investment Advisor Representative working at Poinciana Advisors Group, LLC in Palm Beach Gardens, FL and has over 7 years of experience in the finance industry.

2
Karyl H. Neal
CRD#: 5060567
11025 Rca Center Drive, Suite 401, Palm Beach Gardens, FL 33410
93
Wealthminder
score

Karyl Neal (CRD# 5060567) is an Investment Advisor Representative working at Poinciana Advisors Group, LLC in Palm Beach Gardens, FL and has over 11 years of experience in the finance industry.

3
Matthew S. Stohlman
CRD#: 5060574
11025 Rca Center Drive, Suite 401, Palm Beach Gardens, FL 33410
93
Wealthminder
score

Matthew Stohlman (CRD# 5060574) is an Investment Advisor Representative working at Poinciana Advisors Group, LLC in Palm Beach Gardens, FL and has over 10 years of experience in the finance industry.

4
Kevin A. Neal
CRD#: 6016947
11025 Rca Center Drive, Suite 401, Palm Beach Gardens, FL 33410
89
Wealthminder
score

Kevin Neal (CRD# 6016947) is an Investment Advisor Representative working at Poinciana Advisors Group, LLC in Palm Beach Gardens, FL and has over 2 years of experience in the finance industry.

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