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Florian Financial Group LLC
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Williamsville, New York
$107.0 million AUM
1 office

Florian Financial Group LLC is based in Williamsville, New York and has $107.0 million in assets under management.

Location
1825 Maple Road
Suite 240
Williamsville, NY 14221
$107.0 million
AUM
5
Employees
AUM Share
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$107,017,678
Assets under management
287 clients
Number of clients
Average investment size is $372,884
1% are outside of the U.S.
AUM and clients by client type
Type of client Clients AUM Percent of total AUM Average investment size
Individuals 256 $48,004,566 45% $187,518
High net worth individuals 21 $38,600,000 36% $1,838,095
Pension and profit sharing plans 9 $20,226,739 19% $2,247,415
Charitable organizations 1 $186,373 0% $186,373
Employees Share
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5
Employees
1
Investment analysts
20% of total employees
AUM per employee Share
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$107,017,678
Assets under management
$21,403,536
AUM per employee
$107,017,678
AUM per investment analyst
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Compensation

Florian Financial Group LLC makes money through the following ways:

  • Percentage of AUM
  • Hourly fees
  • Fixed fees
Services offered

Florian Financial Group LLC provides the following services:

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Pension consulting services
Firm data Share
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CRD number 123,869
SEC number 801-67944
Legal structure Limited Liability Company
Legal governance New York, United States
Latest ADV filing date March 30, 2020

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