ADAM FINANCIAL ASSOCIATES INC
ADAM FINANCIAL ASSOCIATES INC of BOCA RATON, FL is an SEC-registered investment adviser (CRD 109315). Regulatory assets under management: $160.8M.
Registration
- CRD: 109315
- SEC file number: 801-106548
- Type: Registered investment adviser
- 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 | — |
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