RIA IntelAdvisersFloridaFENDZ ASSET MANAGEMENT, INC.

FENDZ ASSET MANAGEMENT, INC.

Advisory

CORAL GABLES, FL

Data as of Mar 26, 2026 · Source: SEC Form ADV

Rank in FL
#2,082
of 2,610 advisers by AUM
Average account
$126K
across 119 accounts
AUM per adviser
$7M
2 advisers

Source: SEC Form ADV. Figures as filed Mar 26, 2026.

Total AUM
$15M
Discretionary %
52.5%
Clients
76
Employees
2

State-registered adviser

Figures are from this firm’s most recent Form ADV. Growth rates, the AUM trend and peer ranking each need two or more filings to compare, so they are not available yet — they build up from here as new filings are made.

Assets Under Management
Total AUM$15M
Discretionary AUM$8M
Non-Discretionary AUM$7M
Discretionary %52.5%
Total Clients76
Team
Total Employees2
Investment Advisers2
Registration
SEC RegisteredNo
Exempt ReportingNo
Legal StructureCorporation
Fiscal Year EndDecember
Operates InFL, IL, TX
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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BFA WEALTH MANAGEMENT, LLC
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$15M
POLYMATH CAPITAL ADVISORS, LLC.
$15M
MELBERTH ENTERPRISES LLC
SARASOTA, FL
$15M

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