FINANCIAL CONNECTION, INC

FINANCIAL CONNECTION, INC of BOCA RATON, FL is an SEC-registered investment adviser (CRD 120191). Regulatory assets under management: $94K.

Registration

• CRD: 120191
• Type: Registered investment adviser
• Location: 7000 W PALMETTO PARK RD, BOCA RATON, FL, 33433
• Phone: 561-372-6000
• Latest filing: 2026-03-30
• Regulatory AUM: $94K
• Discretionary AUM: $94K
• Clients: 1
• Accounts: 5

Business model

Compensation: % of AUM, Hourly.

Clients served: Individuals, High net worth, Pooled vehicles.

More on this firm

• Form ADV Part 2 brochure
• Similar advisers
• Related entities and filings
• This page as markdown (for LLM agents)
• CRD 120191 on SEC IAPD (source of record)
• Search all SEC investment advisers on Adviser Search