TARGETED FINANCIAL SERVICES, LLC
Tel: 732-750-9880 5666 Seminole Blvd Suite 146 Seminole, Florida 33772
About TARGETED FINANCIAL SERVICES, LLC
TARGETED FINANCIAL SERVICES, LLC is a Seminole, Florida based financial advisory firm with nearly $282,639,691 in assets under management and provides investment advisory services for 397 clients. There are currently 4 financial advisors at the firm.
General Information
Firm CRD#:
129049
Firm SEC#:
801-62542
Assets Under Management:
$282,639,691
No. of Clients:
397
No. of Advisors:
4
Advisory Services Provided:
Financial planning services
Portfolio management for individuals and/or small businesses
Portfolio management for businesses or institutional clients
Fee Structure:
A percentage of AUM, Hourly charges, Fixed fees
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