C
$373.3K Total AUM
$373.3K Disc. AUM
-- 3Y CAGR
1 Employees
7 ADV. Clients
26 yrs Firm Age
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- Custodian
- Fidelity/NFS
- Clients
- Retail
- Platforms
- --
- Established Date
- 03-17-2000
- Office Locations
- 1
Office Locations
1900 SE 18th Avenue Ocala FL
About CTF Financial Services, Inc.
CTF Financial Services, Inc. is a Ocala-based RIA. The firm has been operating for 26 years. Managing $373.3K in total assets under management, with 1 advisory representatives. They custody assets with Fidelity/NFS.
Team overview
-- AVG AGE
$373.3K AVG AUM / ADVISOR
$53.3K AVG AUM / CLIENT
26.4 yrs AVG TENURE
1 Employees
1 Advisory Reps
1 RIA Reps
26yrs Firm Age
Insights
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Owner & Executives
BRENDA LOUISE FORD
Partner, President
- CRD
- #5368828
- Ownership
- 75% or more
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Total AUM
Discretionary
Non-Discretionary
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $373,251 | -- |
| Non-Discretionary | $0 | -- |
| Total | $373,251 | -- |
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Separately Managed Accounts
Total SMA Asset: Available
Equity - Exchange:
Available Public Funds:
Available Cash:
Available Corporate - Non-Investment Grade:
Available U.S. Government/Agency:
Available | Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | Available | Available |
| Public Funds | Available | Available |
| Cash | Available | Available |
| Corporate - Non-Investment Grade | Available | Available |
| U.S. Government/Agency | Available | Available |
| Total | Available | Available |
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