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TARGETED FINANCIAL SERVICES, LLC
Tel: 732-750-9880
5666 Seminole Blvd Suite 146
Seminole, Florida 33772
TARGETED FINANCIAL SERVICES, LLC
TARGETED FINANCIAL SERVICES, LLC is a Seminole, Florida based financial advisory firm with nearly $282,639,691 in assets under management and provides investment advisory services for 397 clients. There are currently 4 financial advisors at the firm.
General Information
Advisory Services Provided:
Financial planning services , Portfolio management for individuals and/or small businesses , Portfolio management for businesses or institutional clients
Fee Structure:
A percentage of AUM, Hourly charges, Fixed fees
Firm CRD#:
129049
SEC#:
801-62542
No. of Clients:
397
Assets under Management
$282,639,691
No. of Advisors:
4
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