Robert F. Mahoney, P.a., Cpa
Robert F. Mahoney, P.a., Cpa (CRD# 142134) is a financial advisory firm headquartered in Boca Raton, FL. They manage $4,287,617 in 65 accounts and serve the financial needs of clients across 1 states (or territories).
Total Assets Under Management4MILLION
Total Number of Accounts65ACCOUNTS
Average Account Value$65,963
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Selection of other advisers (including private fund managers)
- Educational seminars/workshops
Robert Mahoney (CRD# 5240439) is an Investment Advisor Representative working at Robert F. Mahoney, P.a., Cpa in Boca Raton, FL and has over 12 years of experience in the finance industry.