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401(K) CERTIFIED INDEPENDENT INVESTMENT ADVISORS, LLC

Advisory

BOCA RATON, FL

Data as of Jun 18, 2026 · Source: SEC Form ADV

Rank in FL
#2,021
of 2,610 advisers by AUM
Average account
$397K
across 46 accounts
AUM per adviser
$18M
1 advisers

Source: SEC Form ADV. Figures as filed Jun 18, 2026.

Total AUM
$18M
1-Year AUM Growth
—
3-Year CAGR
—
Employees
1
Assets Under Management
Total AUM$18M
Discretionary AUM$18M
Non-Discretionary AUM$0
Discretionary %100%
Total Clients21
Team
Total Employees1
Investment Advisers1
Employee Growth (1Y)—
Registration
SEC RegisteredNo
Exempt ReportingNo
Legal StructureLimited Liability Company
Fiscal Year EndDecember
Operates InCA, CO, FL, NJ
Succession Risk
Peer Benchmarking
Owners & Officers
Client Demographics

Advisers of similar size in FL

Closest by assets under management. All figures from Form ADV.

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JONES ADVISORY GROUP LLC
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$18M
-34.5% 1Y
HOMESTEAD FINANCIAL LLC
$18M
DAVIES WEALTH MANAGEMENT LLC
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$18M

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