T
CRD: 169204
Tallahassee Financial Advisors, Inc.
$85.7M Total AUM
$85.7M Disc. AUM
-- 3Y CAGR
4 Employees
197 ADV. Clients
12 yrs Firm Age
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- Custodian
- Charles Schwab & Company ยท Nationwide
- Clients
- Retail
- Platforms
- --
- Established Date
- 01-27-2014
- Office Locations
- 1
Office Locations
3015 Shannon Lakes North #304 Tallahassee FL
About Tallahassee Financial Advisors, Inc.
Tallahassee Financial Advisors, Inc. is a Tallahassee, FL-based retail RIA providing financial and investment planning, plus tax, estate-planning, and insurance guidance. Portfolios are primarily managed in SMAs with a strong ETF allocation, complemented by U.S. government/agency bonds and cash. Custody includes Charles Schwab.
Team overview
-- AVG AGE
$85.7M AVG AUM / ADVISOR
$435.1K AVG AUM / CLIENT
12.5 yrs AVG TENURE
4 Employees
1 Advisory Reps
1 RIA Reps
12yrs Firm Age
Insights
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Investment Themes
Available
Services
Available
Owner & Executives
T
TRENT EUGENE MEEWES
Owner
- CRD
- #2459750
- Ownership
- 75% or more
Available
Available
Available
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Total AUM
Discretionary
Non-Discretionary
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $85,712,229 | -- |
| Non-Discretionary | $0 | -- |
| Total | $85,712,229 | -- |
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Separately Managed Accounts
Total SMA Asset: Available
Equity - Exchange:
Available U.S. Government/Agency:
Available Cash:
Available | Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | Available | Available |
| U.S. Government/Agency | Available | Available |
| Cash | Available | Available |
| Total | Available | Available |
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