| Name | Title | Ownership | Since |
|---|---|---|---|
| Joshua Barron Angell Control | Chief Compliance Officer/Manager/Cio/Coo | Under 5% | 2018 |
| Matthew Curtis Smith Control | Member And Manager | 25-50% | 2012 |
| Matthew Scott Stohlman Control | Member | 25-50% | 2005 |
Poinciana Advisors Group, LLC reports $336.3 million in regulatory assets under management on its Form ADV.
Poinciana Advisors Group, LLC reports 2 employees.
Poinciana Advisors Group, LLC is based in Palm Beach Gardens, FL and has been SEC-registered since 2020.
Poinciana Advisors Group, LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
| Address | 3300 Pga Boulevard, Suite 200, Palm Beach Gardens, FL 33410 |
| Phone | 561-296-0100 |
| Fax | 561-626-3934 |
| Office hours | 8:00 a.m. To 5:30 p.m. |
| SEC region | Miami Regional Office (MIRO) |
| Discloses disciplinary history | No |
| Discretionary | $336.3M |
| Non-discretionary | $0 |
| Total (RAUM) | $336.3M |