# ADAM FINANCIAL ASSOCIATES INC

ADAM FINANCIAL ASSOCIATES INC of BOCA RATON, FL is an SEC-registered investment adviser.

## Registration

- CRD: 109315
- Type: SEC-registered investment adviser
- SEC file number: 801-106548
- Location: 2500 N. MILITARY TRAIL, SUITE 306, BOCA RATON, FL, 33431
- Phone: 561-417-0001
- Latest filing: 2020-01-13
- Regulatory AUM: $160.8M
- Discretionary AUM: $160.8M
- Clients: 5
- Accounts: 632

## Officers, owners & control persons (2)

| Name | Role | Location |
| --- | --- | --- |
| ADAM MARI BAUMGARTEN | PRESIDENT, CHIEF COMPLIANCE OFFICER | — |
| ADAM MARI B | CHIEF COMPLIANCE OFFICER; PRESIDENT; PRESIDENT, CHIEF COMPLIANCE OFFICER | — |


## Related pages

- Form ADV Part 2 brochure: https://search.stillhousedata.com/firm/109315/brochure
- Similar advisers: https://search.stillhousedata.com/firm/109315/similar
- Related entities: https://search.stillhousedata.com/firm/109315/related
- SEC IAPD (source of record): https://adviserinfo.sec.gov/firm/summary/109315

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Source: public SEC Form ADV data via Adviser Search (https://search.stillhousedata.com).
Agents: this data is also queryable via MCP tools and read-only SQL — see https://search.stillhousedata.com/llms.txt.