CRD: 311662
Island Financial Advisors
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- Custodian
- Equity Trust
- Clients
- Retail
- Platforms
- InsightRidge
- Established Date
- 12-21-2020
- Office Locations
- 1
Office Locations
About Island Financial Advisors
Island Financial Advisors is a Toms River, NJ-based RIA serving individuals, corporate executives, and small business owners with integrated financial planning, tax preparation, estate planning, and trust administration alongside portfolio management. Portfolios are built primarily with public funds and ETFs, complemented by investment-grade corporate bonds. The firm emphasizes ongoing engagement through quarterly financial and tax reviews and offers no-charge initial and second-opinion consultations.
Team overview
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Asset Classes
Client Personas
Custodian
Investment Themes
Investment Vehicles
Services
Technology
Owner & Executives
THOMAS EDMUND CONNORS
Chief Compliance Officer, President
- CRD
- #1081185
- Ownership
- 75% or more
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No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $80,803,176 | -- |
| Non-Discretionary | $0 | -- |
| Total | $80,803,176 | -- |
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Separately Managed Accounts
Total SMA Asset: $80,803,176
| Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | $994,816,764 | 19.9% |
| Equity - Exchange | $1,364,748,626 | 27.3% |
| Corporate - Investment Grade | $1,684,689,696 | 33.7% |
| Cash | $954,824,130 | 19.1% |
| Total | $4,999,079,216 | 100.0% |