# TALLAHASSEE FINANCIAL ADVISORS, INC.

TALLAHASSEE FINANCIAL ADVISORS, INC. of TALLAHASSEE, FL is an SEC-registered investment adviser. This firm reports disciplinary history on Form ADV.

## Registration

- CRD: 169204
- Type: SEC-registered investment adviser
- Location: 3015 SHANNON LAKES NORTH, TALLAHASSEE, FL, 32309
- Phone: 850-999-1953
- Latest filing: 2024-03-11
- Regulatory AUM: $85.7M
- Discretionary AUM: $85.7M
- Clients: 4
- Accounts: 361

## Business model

- Compensation: % of AUM, Hourly, Fixed
- Clients served: Individuals, High net worth, Pooled vehicles, Other

## Related pages

- Form ADV Part 2 brochure: https://search.stillhousedata.com/firm/169204/brochure
- Similar advisers: https://search.stillhousedata.com/firm/169204/similar
- Related entities: https://search.stillhousedata.com/firm/169204/related
- SEC IAPD (source of record): https://adviserinfo.sec.gov/firm/summary/169204

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Source: public SEC Form ADV data via Adviser Search (https://search.stillhousedata.com).
Agents: this data is also queryable via MCP tools and read-only SQL — see https://search.stillhousedata.com/llms.txt.