Florida Investment Advisors Inc is a large advisory firm based in Tampa. It manages $151.88 million of regulatory assets for 200 client accounts. It has been registered with the SEC as an adviser since 2010 and has operated in the jurisdiction of Florida.
Florida Investment Advisors provides portfolio management for individuals and small businesses, portfolio management for businesses and institutional clients, and selection of other advisers. It doesn't provide financial planning services to its clients. On top of advisory services, the firm doesn't engage in other business activities.
The assets under management (AUM) of Florida Investment Advisors Inc is $151.88 million, all of which is managed in discretionary accounts. The firm's AUM has gone down by -65% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.
The advisory firm has a single stream of revenue. Clients pay Florida Investment Advisors Inc for their services and products based on a percentage of assets under management. Compensation based on assets under management promotes a long-term relationship between a client and the adviser and helps align mutual interests. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.
James Laurens Jr. Ferman has been acting as President since 1 Jun 1995. Theodore Scott Fleming joined the executive team most recently as the Executive Vice President, Wealth Management.
The principal office where Florida Investment Advisors Inc performs its advisory services is located at 601 Bayshore Blvd., Tampa, FL 33606 2761 The mailing address of the firm is P.O. Box One, Tampa, FL 33601 0001. It doesn’t run an office outside of the United States.
You can reach the main office by calling the phone number 813-998-2736 or by fax 813-254-5024. The normal business hours are 8:00am - 5:00pm on Monday - Friday. You can find more information about the New York firm at www.fiabroker.com.