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- Custodian
- Charles Schwab & Company · Folio Investments · Goldman Sachs
- Clients
- Retail and Institutional
- Platforms
- Horizon
- Established Date
- 12-08-2022
- Office Locations
- 2
Office Locations
About Fiori Financial Group
Fiori Financial Group is a Fort Lauderdale-based wealth management firm focused on trust-based, long-term client relationships. The team provides portfolio construction and asset management alongside retirement, estate, insurance, and business-succession planning for retail and institutional clients. Portfolios lean heavily on ETFs alongside fixed income and mutual funds. The firm operates from a purpose-built, modern “family office” headquarters and uses Goldman Sachs Custody Solutions.
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Owner & Executives
Abraham Blas Arce
Chief Compliance Officer
- CRD
- #6603427
- Ownership
- Less than 5%
Marguerite Maria Panico Fiori
Advisor, Manager
- CRD
- #2968685
- Ownership
- Less than 5%
Radial north
Capital prime
- CRD
- #48541
- Ownership
- 30.5%
Showing 2 of 4 owners & executives
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Leslie Vigil
Chief Compliance Officer
- CRD
- #3239366
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Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $565,367,300 | $842,574 |
| Non-Discretionary | $1,998,073 | $499,518 |
| Total | $567,365,373 | $840,541 |
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Separately Managed Accounts
Total SMA Asset: $567,365,373
| Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | $1,136,266,782 | 13.0% |
| Derivatives | $909,013,426 | 10.4% |
| Public Funds | $2,027,799,181 | 23.2% |
| Cash | $734,203,152 | 8.4% |
| Municipal Bonds | $856,570,344 | 9.8% |
| Corporate - Investment Grade | $1,179,969,351 | 13.5% |
| Private Funds | $1,896,691,474 | 21.7% |
| Total | $8,740,513,710 | 100.0% |
13F Holdings | Q2 2026
| Issuer | Class | Cusip | Ticker | % | Value |
|---|---|---|---|---|---|
| EMBER EMBER HORIZON | NORTH FUSION | 6W6VN50I5 | PPHXP | 1.87% | $71,973,880 |
| TIMBER EAGLE | FUSION RIDGE | QQG89UX2E | UON | 2.98% | $22,134,070 |
| PIONEER VITAL WAVE | ATLAS ZENITH | Q5XTXCGIK | RPZ | 6.14% | $40,517,627 |
| MATRIX QUANTUM PIONEER | FUSION ATLAS | FFO9393W7 | WWRS | 4.14% | $95,085,455 |
| TIMBER CREST PEAK | HARBOR PRIME | 3ITWO7HY8 | NLI | 7.68% | $107,448,402 |
| BEACON PIONEER VALUE | SIGNAL EMBER | WYMB1Y46O | JHZKQ | 4.51% | $12,530,119 |
| BEACON MATRIX | DELTA ATLAS | 662QFUH8H | CFEV | 10.85% | $19,660,841 |
| PIONEER FOCUS BRIDGE | CREST INSIGHT | 16N363LL6 | NQB | 9.50% | $100,748,935 |