Poinciana Advisors Group, LLC

Poinciana Advisors Group, LLC (CRD# 137423) is a financial advisory firm headquartered in Palm Beach Gardens, FL. They manage $210,079,276 in 200 accounts and serve the financial needs of clients across 2 states (or territories).

Current Firm Details
3300 Pga Boulevard, Suite 200, Palm Beach Gardens, FL 33410
https://www.linkedin.com/company/poinciana-advisors-group-llc
By the Numbers
  • Total Assets Under Management
    210
    MILLION
  • Total Number of Accounts
    200
    ACCOUNTS
  • Average Account Value
    $1,050,396
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
Advisory Services Offered
  • Financial planning services
  • 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
The map below shows states where this firm has explicit registration only.

FL, TX

Financial Advisors at Poinciana Advisors Group, LLC
Showing 1 - 2 of 2 top financial advisors.
1
Joshua Angell, financial advisor Palm Beach Gardens FL
Joshua B. Angell
CRD#: 5754377
3300 Pga Boulevard, Suite 200, Palm Beach Gardens, FL 33410

Joshua Angell (CRD# 5754377) is an Investment Advisor Representative working at Poinciana Advisors Group, LLC in Palm Beach Gardens, FL and has over 14 years of experience in the finance industry.

2
Matthew Stohlman, financial advisor Palm Beach Gardens FL
Matthew S. Stohlman
CRD#: 5060574
3300 Pga Boulevard, Suite 200, Palm Beach Gardens, FL 33410

Matthew Stohlman (CRD# 5060574) is an Investment Advisor Representative working at Poinciana Advisors Group, LLC in Palm Beach Gardens, FL and has over 18 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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