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- Custodian
- Charles Schwab & Company
- Clients
- Retail
- Platforms
- --
- Established Date
- 01-26-2021
- Office Locations
- 1
Office Locations
About Florio Wealth Management, LLC
Florio Wealth Management, LLC is a Seminole, FL firm providing personal financial planning and portfolio management, including retirement and education planning, goal setting, and comprehensive plan development with tax- and asset-protection considerations. The practice serves retirees/Social Security recipients and young families. It also runs group financial education seminars and custody is through Charles Schwab & Company.
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Owner & Executives
James M Florio
Chief Compliance Officer, Investment Advisor Representative, Managing Member
- CRD
- #7316126
- Ownership
- 75% or more
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No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $0 | -- |
| Non-Discretionary | $6,503,676 | -- |
| Total | $6,503,676 | -- |
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Separately Managed Accounts
Total SMA Asset: $6,503,676
| Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | $6,030,794,432 | 100.0% |
| Total | $6,030,794,432 | 100.0% |