PPrivate Fund Data Log in Join · $37/mo

Targeted Financial Services, LLC

● SEC registered since 2003CRD 129049SEC# 801-62542Seminole, FL
Export (members)
Reg. AUM
$298.5M
Employees
4
Accounts
818
Location
Seminole, FL

Targeted Financial Services, LLC assets under management

Targeted Financial Services, LLC is an investment advisory firm registered with the SEC based in Seminole, FL. The firm has been registered since 2003. It reports $298.5 million in regulatory assets under management and employs 4 people.
www.targetedfinancial.comView on SEC.gov ↗

Targeted Financial Services, LLC owners & executives

2 reported
NameTitleOwnershipSince
Alan Rubin ControlMember, Cfo, Ceo25-50%2000
James Charles Payne Jr ControlMember / Cco, Coo25-50%2000

Frequently asked questions

How much does Targeted Financial Services, LLC manage?

Targeted Financial Services, LLC reports $298.5 million in regulatory assets under management on its Form ADV.

How many employees does Targeted Financial Services, LLC have?

Targeted Financial Services, LLC reports 4 employees.

Where is Targeted Financial Services, LLC located?

Targeted Financial Services, LLC is based in Seminole, FL and has been SEC-registered since 2003.

Does Targeted Financial Services, LLC disclose fund performance?

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

Contact & registration

Address5666 Seminole Blvd, Suite 146, Seminole, FL 33772
Phone732-750-9880
Fax732-750-1004
Office hours9:00 a.m. - 5:00 p.m.
SEC regionMiami Regional Office (MIRO)
Discloses disciplinary historyNo

Assets under management

Discretionary$298.5M
Non-discretionary$0
Total (RAUM)$298.5M