RIA Intel›Advisers›Florida›ROBERT F. MAHONEY, P.A., CPA

ROBERT F. MAHONEY, P.A., CPA

Advisory

BOCA RATON, FL

Data as of Mar 27, 2026 · Source: SEC Form ADV

Rank in FL

#2,111

of 2,610 advisers by AUM

Average account

$114K

across 123 accounts

AUM per adviser

$14M

1 advisers

Source: SEC Form ADV. Figures as filed Mar 27, 2026.

Total AUM

$14M

1-Year AUM Growth

—

3-Year CAGR

—

Employees

1

Assets Under Management

Total AUM$14M

Discretionary AUM$14M

Non-Discretionary AUM$0

Discretionary %100%

Total Clients59

Team

Total Employees1

Investment Advisers1

Employee Growth (1Y)—

Registration

SEC RegisteredNo

Exempt ReportingNo

Legal StructureCorporation

Fiscal Year EndDecember

Operates InFL

Succession Risk

The underlying score, the five pillar breakdown, and the filing events behind it.

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Peer Benchmarking

The full peer set, and this firm's standing across AUM growth, efficiency, team size and 16 other metrics.

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Owners & Officers

Names, titles, ownership bands and control-person status for each.

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Client Demographics

59 clients

3 high-net-worth

The full client-type breakdown and the share of AUM each category represents.

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