PPrivate Fund Data Log in Join · $37/mo

Florida Financial Advisors, LLC

● SEC registered since 2023CRD 288811SEC# 801-127276Tampa, FL
Export (members)
Reg. AUM
$317.8M
Employees
465
Accounts
1,769
Location
Tampa, FL

Florida Financial Advisors, LLC assets under management

Florida Financial Advisors, LLC is a registered investment adviser overseen by the SEC based in Tampa, FL. The firm has been registered since 2023. It reports $317.8 million in regulatory assets under management and employs 465 people.
www.facebook.com/floridafasView on SEC.gov ↗

Florida Financial Advisors, LLC owners & executives

25 reported
NameTitleOwnershipSince
Florida-Trinity Holdco, LLC ControlMemberOver 75%2022
Jason Kurt Mickool ControlPresident, Ceo And Chief Compliance OfficerUnder 5%2017
Accelerate Buyer, LLC ControlSole MemberOver 75%2019
See all 25 owners & executives — unlock the full record.
Join to unlock · $37/mo

Frequently asked questions

How much does Florida Financial Advisors, LLC manage?

Florida Financial Advisors, LLC reports $317.8 million in regulatory assets under management on its Form ADV.

How many employees does Florida Financial Advisors, LLC have?

Florida Financial Advisors, LLC reports 465 employees.

Where is Florida Financial Advisors, LLC located?

Florida Financial Advisors, LLC is based in Tampa, FL and has been SEC-registered since 2023.

Does Florida Financial Advisors, LLC disclose fund performance?

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

Contact & registration

Address6550 W Hillsborough Avenue, Suite 130, Tampa, FL 33634
Phone(813) 333-1683
Office hours8:00 a.m. - 5:00 p.m.
SEC regionMiami Regional Office (MIRO)
CIK2050972
Discloses disciplinary historyNo

Assets under management

Discretionary$317.8M
Non-discretionary$0
Total (RAUM)$317.8M