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CERTIFIED ADVISORY CORP
Tel: 407-869-9800
1111 Douglas Avenue Altamonte Springs, Florida 32714-2033
CERTIFIED ADVISORY CORP
CERTIFIED ADVISORY CORP is a Altamonte Springs, Florida based financial advisory firm with nearly $2,272,751,721 in assets under management and provides investment advisory services for 5840 clients. There are currently 37 financial advisors at the firm.
General Information
Advisory Services Provided:
Financial planning services , Portfolio management for individuals and/or small businesses , Pesnsion consulting services , Selection for other advisors , Publication of periodicals and newsletters , Education seminars/workshops
Fee Structure:
A percentage of AUM, Hourly charges, Fixed fees, Other (SOLICITATION FEE
Firm CRD#:
120990
SEC#:
801-61305
No. of Clients:
5840
Assets under Management
$2,272,751,721
No. of Advisors:
37
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