| As of Date | 07/15/2026 |
| Registration | SEC, Approved, 02/01/2008 |
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| ADV Location | PALM BEACH GARDENS, FL, United States |
| Contact Info | 561 xxxxxxx |
| Websites |
| AUM* | 450,243,060 2% |
| of that, discretionary | 406,515,602 -2% |
| Number of Employees | 12 33% |
| of those in investment advisory functions | 7 40% |
| Private Fund GAV* | 0 |
| Avg Account Size | 563,508 -3% |
| % High Net Worth | 39.64% 14% |
| SMA’s | Yes |
| Private Funds | 0 |
- Individuals (other than high net worth individuals)
- High net worth individuals
- Pension and profit sharing plans
- State or municipal government entities
- Corporations or other businesses not listed above
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses
- A percentage of assets under your management
No private funds
| Accounting Firm Name | Filing Date | Form ADV-E |
|---|---|---|
| Accounting Firm Name KAUFMAN, ROSSIN & CO., P.A. | Filing Date12/08/2025 | Form ADV-E View Report |
| Accounting Firm Name KAUFMAN, ROSSIN & CO., P.A. | Filing Date03/14/2025 | Form ADV-E View Report |
| Accounting Firm Name KAUFMAN, ROSSIN & CO., P.A. | Filing Date12/06/2023 | Form ADV-E View Report |