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Last updated: February 23rd, 2020. Data source: SEC filings.
Certified Advisory Corp, federally registered in 2002, is a Registered Investment Advisor (RIA) in 24 state(s) with a licensed staff of 17 advisors. Certified Advisory Corp manages $1.2 billion and provides investment advisory services for 1,786 clients (1:106 advisor/client ratio). This firm does not have a disciplinary history.
|Rank (United States)||Top 5%|
|Advisors Directory||View Directory|
|Avg Advisor Years Registered||23|
|Percentage of Advisors Trusted||88%|
|Average Client Balance||$667,816|
|Total AUM||$1.2 billion|
|Advisor / Client Ratio||1:106|
|Headquarters||Altamonte Springs, FL|
|SEC Filings||View SEC IAPD CRD #120990|
|State(s) Registered||AL, AZ, CA, CO, CT, DE, FL, GA, IL, LA, MD, MI, NV, NH, NJ, NY, NC, OH, PA, SC, TN, TX, VA, WA|