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.
| 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 |
