Florio Wealth Management, LLC
Florio Wealth Management, LLC (CRD# 311831) is a financial advisory firm headquartered in Seminole, FL. They manage $5,500,000 in 29 accounts and serve the financial needs of clients across 1 states (or territories).
Current Firm Details
Florio Wealth Management, LLC
By the Numbers
-
Total Assets Under Management6MILLION
-
Total Number of Accounts29ACCOUNTS
-
Average Account Value$189,655
Compensation Options
- A percentage of assets under your management
Advisory Services Offered
- Selection of other advisers (including private fund managers)
- Educational seminars/workshops
Types of Clients
Registered States
Registered Investment Advisor
The map below shows states where this firm has explicit registration only.
FL
Financial Advisors at Florio Wealth Management, LLC
1
James Florio (CRD# 7316126) is an Investment Advisor Representative working at Florio Wealth Management, LLC in Seminole, FL and has over 3 years of experience in the finance industry.
Ready to hire a financial advisor?
Get competitive proposals from multiple advisors.