PPrivate Fund Data Log in Join · $37/mo

Econologics Financial Advisors, LLC

● SEC registered since 2014CRD 125738SEC# 801-79018Largo, FL
Export (members)
Reg. AUM
$140.8M
Employees
18
Accounts
525
Location
Largo, FL

Econologics Financial Advisors, LLC assets under management

Econologics Financial Advisors, LLC operates as an SEC-registered investment adviser based in Largo, FL. The firm has been registered since 2014. It reports $140.8 million in regulatory assets under management and employs 18 people.
www.wealthforveterinarians.comView on SEC.gov ↗

Econologics Financial Advisors, LLC owners & executives

2 reported
NameTitleOwnershipSince
Diane Nancy Hart ControlManaging Member & Chief Executive Officer50-75%2007
Eric Steven Miller ControlManaging Member & Senior Financial Advisor & Cco50-75%2015

Frequently asked questions

How much does Econologics Financial Advisors, LLC manage?

Econologics Financial Advisors, LLC reports $140.8 million in regulatory assets under management on its Form ADV.

How many employees does Econologics Financial Advisors, LLC have?

Econologics Financial Advisors, LLC reports 18 employees.

Where is Econologics Financial Advisors, LLC located?

Econologics Financial Advisors, LLC is based in Largo, FL and has been SEC-registered since 2014.

Does Econologics Financial Advisors, LLC disclose fund performance?

Econologics Financial Advisors, LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.

Contact & registration

Address2401 West Bay Drive, Suite 603, Largo, FL 33770
Phone727-588-1540
Fax727-499-9860
Office hoursBy Appointment
SEC regionMiami Regional Office (MIRO)
Discloses disciplinary historyNo

Assets under management

Discretionary$140.8M
Non-discretionary$0
Total (RAUM)$140.8M