CRD: 120191
Financial Connection, INC
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- Custodian
- Interactive Brokers
- Clients
- Retail and Institutional
- Platforms
- Available
- Established Date
- 09-29-2014
- Office Locations
- 1
Office Locations
About Financial Connection, INC
Financial Connection is a Boca Raton-based fiduciary advisory firm founded in 1988 serving successful professionals, entrepreneurs, and retirees. The firm provides comprehensive financial planning, wealth management focused on growing and protecting client wealth, and employee benefits guidance for business owners. Investment implementation includes ETF-based portfolios with an emphasis on risk management; known custodian includes Interactive Brokers.
Team overview
Insights
Investment Themes
Services
Technology
Owner & Executives
MICHAEL ROSS
President
- CRD
- #1392796
- Ownership
- 75% or more
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Unlock allAssets Under Management
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $93,680 | -- |
| Non-Discretionary | $0 | -- |
| Total | $93,680 | -- |
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Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Cash | Available | Available |
| Equity - Exchange | Available | Available |
| Total | Available | Available |
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