Adviser Profile

As of Date 06/23/2026
Registration SEC, Approved, 03/09/2026
Other registrations (10)
Former registrations

603 FINANCIAL ADVISORS, LLC

Contact Info (60 xxxxxxx
Websites
AUM* 106,891,642
of that, discretionary 106,891,642
Number of Employees 1
of those in investment advisory functions 1
Private Fund GAV* 0
Avg Account Size 293,658
% High Net Worth 18.90%
SMA’s No
Private Funds 0

Adviser Type

- Large advisory firm

Client Types

- Individuals (other than high net worth individuals)
- High net worth individuals
- Charitable organizations

Advisory Activities

- Financial planning services
- Portfolio management for individuals and/or small businesses

Compensation Arrangments

- A percentage of assets under your management

Reported AUM

107M 92M 76M 61M 46M 31M 15M
2026
Discretionary
Non-discretionary

Private Funds

No private funds

Employees