# ADVISE FINANCIAL

ADVISE FINANCIAL of BOCA RATON, FL is an SEC-registered investment adviser.

## Registration

- CRD: 282087
- Type: SEC-registered investment adviser
- SEC file number: 801-107072
- Location: 10055 YAMATO ROAD, SUITE 202, BOCA RATON, FL, 33498
- Phone: (561) 45482-84
- Latest filing: 2026-06-15
- Regulatory AUM: $42.4M
- Discretionary AUM: $36.8M
- Non-discretionary AUM: $5.6M
- Clients: 1
- Accounts: 323

## Business model

- Compensation: % of AUM, Hourly, Fixed, Subscription
- Clients served: Individuals, High net worth

## Officers, owners & control persons (1)

| Name | Role | Location |
| --- | --- | --- |
| RODRIGUEZ JOSE | MANAGING MEMBER & CHIEF COMPLIANCE OFFICER | — |


## Related pages

- Form ADV Part 2 brochure: https://search.stillhousedata.com/firm/282087/brochure
- Similar advisers: https://search.stillhousedata.com/firm/282087/similar
- Related entities: https://search.stillhousedata.com/firm/282087/related
- SEC IAPD (source of record): https://adviserinfo.sec.gov/firm/summary/282087

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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.