Certified Advisory Corp Review

Trust Score 96%
Trust Score info_outline

Last updated: June 26th, 2019. Data source: SEC filings.

Certified Advisory Corp, federally registered in 2002, is a Registered Investment Advisor (RIA) in 23 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.


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Firm Information

Feature Value
Minimum Investment $100,000
Average Client Balance $667,816
Hybrid Advisor No
Disciplinary History No
Total AUM $1.2 billion
Advisor / Client Ratio 1:106
Headquarters Altamonte Springs, FL
SEC Filings Forms and Brochures    (CRD # 120990)
State(s) Registered AL, CA, CO, CT, DE, FL, GA, IL, LA, MD, MI, NV, NH, NJ, NY, NC, OH, PA, SC, TN, TX, VA, WA

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