RIA Intel›Advisers›Florida›TALLAHASSEE FINANCIAL ADVISORS, INC.

TALLAHASSEE FINANCIAL ADVISORS, INC.

Advisory

TALLAHASSEE, FL

Data as of Mar 11, 2024 · Source: SEC Form ADV

Rank in FL

#1,383

of 2,610 advisers by AUM

Average account

$237K

across 361 accounts

AUM per adviser

$86M

1 advisers

Source: SEC Form ADV. Figures as filed Mar 11, 2024.

Total AUM

$86M

1-Year AUM Growth

—

3-Year CAGR

—

Employees

4

Assets Under Management

Total AUM$86M

Discretionary AUM$86M

Non-Discretionary AUM$0

Discretionary %100%

Total Clients197

Team

Total Employees4

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

197 clients

28 high-net-worth

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

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