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- Custodian
- --
- Clients
- Retail
- Platforms
- Focus optimaFrontier prime
- Established Date
- 08-18-2014
- Office Locations
- 1
Office Locations
About Flomartin Securities Corporation
FloMartin Securities is an independent, income-focused advisor offering fixed-income oriented portfolio management tailored to each client’s income needs, holdings, risk profile, and tax status. The firm emphasizes due diligence, price transparency, and disciplined market monitoring—targeting asset preservation with reasonable growth rather than chasing fads. Portfolios are often implemented with ETFs and municipal/fixed income exposures, with clearing/custody via Altruist. No ticket or redemption fees.
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Owner & Executives
DONALD ROBERT DAVRET
Chief Compliance Officer, President
- CRD
- #4565804
- Ownership
- 75% or more
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| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $0 | -- |
| Non-Discretionary | $4,400,000 | -- |
| Total | $4,400,000 | -- |
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Separately Managed Accounts
Total SMA Asset: $4,400,000
| Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | $1,998,058,724 | 23.9% |
| Municipal Bonds | $1,972,978,489 | 23.6% |
| Cash | $426,363,996 | 5.1% |
| Corporate - Investment Grade | $2,257,221,153 | 27.0% |
| Public Funds | $752,407,051 | 9.0% |
| U.S. Government/Agency | $953,048,931 | 11.4% |
| Total | $8,360,078,344 | 100.0% |