TARGETED FINANCIAL SERVICES, LLC of SEMINOLE, FL is an SEC-registered investment adviser (CRD 129049). Regulatory assets under management: $353.4M.
Compensation: % of AUM, Hourly, Fixed.
Clients served: Individuals, High net worth, Pooled vehicles, Pensions.
| Name | Role | Location |
|---|---|---|
| James Charles Payne Jr | MEMBER / CCO, COO | — |
| Alan Rubin | MEMBER, CFO, CEO | — |
| RUBIN KENNETH ALAN | MEMBER; MEMBER, CFO, CEO | — |
| GREEN JONATHAN ISRAEL | MEMBER | — |
| RUBIN ALAN NMN | MEMBER | — |
| PAYNE JAMES CHARLES | MEMBER; MEMBER / CCO, COO; MEMBER / CHIEF COMPLIANCE OFFICER | — |
| GABBAY OFER EPHRAIM | MEMBER | — |
| City | State | Employees | Phone |
|---|---|---|---|
| — | — | 1 | 830-443-9670 |
| NEPTUNE | NJ | 1 | 732-750-1004 |
| — | — | 1 | 830-443-9670 |
| NEPTUNE | NJ | 1 | 732-750-1004 |