TALLAHASSEE FINANCIAL ADVISORS, INC.

TALLAHASSEE FINANCIAL ADVISORS, INC. of TALLAHASSEE, FL is an SEC-registered investment adviser (CRD 169204). Regulatory assets under management: $85.7M. This firm reports disciplinary history on Form ADV.

Registration

• CRD: 169204
• Type: 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.

More on this firm

• Form ADV Part 2 brochure
• Similar advisers
• Related entities and filings
• This page as markdown (for LLM agents)
• CRD 169204 on SEC IAPD (source of record)
• Search all SEC investment advisers on Adviser Search