Certified Advisory Corp Review


Trust Score 96%
Trust Score info_outline
Share

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 1,813 clients (1:107 advisor/client ratio). This firm does not have a disciplinary history.

Benefits

info_outline
View More keyboard_arrow_down

Considerations

info_outline
View More keyboard_arrow_down



Download PDF


Firm Information


Feature Value
Minimum Investment $100,000
Avg Account Balance $657,871
Hybrid Advisor No
Disciplinary History No
Total AUM $1.2 billion
Advisor / Client Ratio 1:107
Headquarters Altamonte Springs, FL
SEC Filings Forms and Brochures
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


Questions & Answers



Get answers about Certified Advisory Corp


Ask a question question_answer