CERTIFIED ADVISORY CORP
Altamonte Springs, Florida
3.4
22 Reviews
CERTIFIED ADVISORY CORP is a reputable investment advisory firm based out of Altamonte Springs, FL. With over 1,760 individual clients and an impressive $1,921,926,000 in assets under management, the firm has established itself as a trusted partner in the financial industry. Certified Advisory Corp operates from six strategically located offices, ensuring accessibility and convenience for their diverse client base.
With a focus on employer 401Ks and individual investors, Certified Advisory Corp possesses extensive experience and expertise in managing these types of assets. Their dedication to providing exceptional service is refl...
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Assets Under Mgmt
$1.92B
Investment Professionals
22
Locations
5
% 401K & Individual
% Discretionary
Compensation Structure
A percentage of assets under your management
Hourly Charges
Fixed Fees
Other
Services Provided Section
Financial Planning Services
Portfolio management for individuals and/or small businesses
Pension consulting services
Selection of other advisers
Publication of periodicals or newsletters
Educational seminars/workshops
Articles
Articles
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