Poinciana Advisors Group, LLC
Poinciana Advisors Group, LLC (CRD# 137423) is a financial advisory firm headquartered in Palm Beach Gardens, FL. They manage $210,079,276 in 200 accounts and serve the financial needs of clients across 2 states (or territories).
Current Firm Details
By the Numbers
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Total Assets Under Management210MILLION
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Total Number of Accounts200ACCOUNTS
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Average Account Value$1,050,396
Compensation Options
- A percentage of assets under your management
- Hourly charges
Advisory Services Offered
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
- Selection of other advisers (including private fund managers)
Types of Clients
Registered States
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Registered Investment Advisor
The map below shows states where this firm has explicit registration only.
FL, TX
Financial Advisors at Poinciana Advisors Group, LLC
1
Joshua Angell (CRD# 5754377) is an Investment Advisor Representative working at Poinciana Advisors Group, LLC in Palm Beach Gardens, FL and has over 14 years of experience in the finance industry.
2
Matthew Stohlman (CRD# 5060574) is an Investment Advisor Representative working at Poinciana Advisors Group, LLC in Palm Beach Gardens, FL and has over 18 years of experience in the finance industry.
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