FALLENBAUM CPA & ADVISORS, LLC

FALLENBAUM CPA & ADVISORS, LLC of PLANTATION, FL is an SEC-registered investment adviser (CRD 154314). Regulatory assets under management: $7.6M.

Registration

• CRD: 154314
• Type: Registered investment adviser
• Location: 300 S. PINE ISLAND RD., PLANTATION, FL, 33324
• Phone: 954-615-4272
• Latest filing: 2026-04-23
• Regulatory AUM: $7.6M
• Discretionary AUM: $7.6M
• Clients: 1
• Accounts: 27

Business model

Compensation: % of AUM, Hourly, Fixed.

Clients served: Individuals, High net worth.

More on this firm

• Form ADV Part 2 brochure
• Similar advisers
• Related entities and filings
• This page as markdown (for LLM agents)
• CRD 154314 on SEC IAPD (source of record)
• Search all SEC investment advisers on Adviser Search