Testa Financial Management, Inc.
Testa Financial Management, Inc. (CRD# 142290) is a financial advisory firm headquartered in Pompano Beach, FL. They manage $18,000,000 in 70 accounts and serve the financial needs of clients across 1 states (or territories).
Total Assets Under Management18MILLION
Total Number of Accounts70ACCOUNTS
Average Account Value$257,143
- 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
- Pension consulting services
Joseph Testa (CRD# 722120) is an Investment Advisor Representative working at Testa Financial Management, Inc. in Pompano Beach, FL and has over 35 years of experience in the finance industry.