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Certified Advisory Corp

● SEC registered since 2002CRD 120990SEC# 801-61305Altamonte Springs, FL
Export (members)
Reg. AUM
$2.67B
Employees
36
Accounts
6,217
Location
Altamonte Springs, FL

Certified Advisory Corp assets under management

Certified Advisory Corp operates as an SEC-registered investment adviser based in Altamonte Springs, FL. The firm has been registered since 2002. It reports $2.7 billion in regulatory assets under management and employs 36 people.
www.financialgroup.comView on SEC.gov ↗

Certified Advisory Corp owners & executives

2 reported
NameTitleOwnershipSince
Joseph Frank Bert ControlCeoOver 75%1994
Sheri Mingus Cuff ControlPresident & CcoUnder 5%2022

Frequently asked questions

How much does Certified Advisory Corp manage?

Certified Advisory Corp reports $2.7 billion in regulatory assets under management on its Form ADV.

How many employees does Certified Advisory Corp have?

Certified Advisory Corp reports 36 employees.

Where is Certified Advisory Corp located?

Certified Advisory Corp is based in Altamonte Springs, FL and has been SEC-registered since 2002.

Does Certified Advisory Corp disclose fund performance?

Certified Advisory Corp is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.

Contact & registration

Address1111 Douglas Avenue, Altamonte Springs, FL 32714-2033
Phone407-869-9800
Fax407-869-9700
Office hours8:30a.m. To 5:30p.m.
SEC regionMiami Regional Office (MIRO)
CIK1731732
Discloses disciplinary historyNo

Assets under management

Discretionary$2.67B
Non-discretionary$0
Total (RAUM)$2.67B