CRD: 123869
Florian Financial Group LLC
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- Custodian
- Charles Schwab & Company
- Clients
- Retail and Institutional
- Platforms
- Harbor timber
- Established Date
- 04-01-2007
- Office Locations
- 1
Office Locations
About Florian Financial Group LLC
Florian Financial Group is a New York-based wealth management and planning firm serving working professionals, business owners, and pre-retirees/retirees with personalized retirement planning, investment management, and estate strategies. The team emphasizes portfolio construction and risk management aligned to client goals and tolerance, often implemented with ETFs and mutual funds. The firm has an expanding local presence across the Buffalo and Rochester areas and custodies with Charles Schwab.
Team overview
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Client Personas
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Investment Themes
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Technology
Owner & Executives
ROBERT MICHAEL FLORIAN
Principal
- CRD
- #1641308
- Ownership
- 75% or more
SARAH E. GRUSZKA
Chief Compliance Officer, Supervisor
- CRD
- --
- Ownership
- Less than 5%
Showing 2 of 2 owners & executives
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JEFFREY MICHAEL MAY
Principal
- CRD
- #5465072
Showing 1 of 3 contacts
Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $214,969,672 | $224,629 |
| Non-Discretionary | $0 | -- |
| Total | $214,969,672 | $224,629 |
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Separately Managed Accounts
Total SMA Asset: $214,969,672
| Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | $1,533,597,432 | 31.3% |
| Equity - Exchange | $1,367,008,574 | 27.9% |
| Cash | $1,999,066,301 | 40.8% |
| Total | $4,899,672,307 | 100.0% |