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- Custodian
- Interactive Brokers
- Clients
- Retail
- Platforms
- Bridge north
- Established Date
- 09-02-2010
- Office Locations
- 1
Office Locations
About Fallenbaum CPA & Advisors, LLC
Fallenbaum CPA & Advisors LLC is a Florida-based CPA and wealth management firm serving clients across the U.S. and internationally. Led by Don Fallenbaum (CPA/CFF/ABV), known for real estate-focused work, the firm supports Realtors, brokerage offices, real estate investors, and small-to-mid-sized businesses with accounting, tax planning/prep, valuations, forensic/litigation support, and integrated financial planning. Investment management is largely ETF-based.
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Owner & Executives
DONALD JOEL FALLENBAUM
Chief Compliance Officer
- CRD
- #2599102
- Ownership
- 75% or more
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| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $7,578,980 | -- |
| Non-Discretionary | $0 | -- |
| Total | $7,578,980 | -- |
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Separately Managed Accounts
Total SMA Asset: $7,578,980
| Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | $2,273,448,808 | 50.0% |
| Cash | $2,273,448,807 | 50.0% |
| Total | $4,546,897,615 | 100.0% |