POINCIANA ADVISORS GROUP, LLC of PALM BEACH GARDENS, FL is an SEC-registered investment adviser (CRD 137423). Regulatory assets under management: $396.0M.
Compensation: % of AUM.
Clients served: Individuals, High net worth, Pooled vehicles, Pensions, Charities.
| Name | Role | Location |
|---|---|---|
| Matthew Scott Stohlman | MEMBER | — |
| Matthew Curtis Smith | MEMBER AND MANAGER | — |
| Joshua Barron Angell | CHIEF COMPLIANCE OFFICER/MANAGER/CIO/COO; MEMBER | — |
| SMITH MICHAEL CURTIS | MEMBER; MEMBER AND MANAGER | — |
| ELLRICH JR WILLIAM D | MANAGING MEMBER; MEMBER | — |
| STOHLMAN MATTHEW SCOTT | MEMBER | — |
| ANGELL JOSHUA BARRON | CHIEF COMPLIANCE OFFICER/MANAGER/CIO/COO; MANAGING MEMBER AND CHIEF COMPLIANCE OFFICER; MEMBER | — |
| NEAL KARYL HOLMES | MANAGING MEMBER | — |