POINCIANA ADVISORS GROUP, LLC
Adviser information for POINCIANA ADVISORS GROUP, LLC last updated from Form ADV on March 25th, 2024. Select data displayed; additional Form ADV, Form D, Form 13F and other data is available from the Fincoded API.
Advisory Business
| Type of Organization | Limited Liability Company |
|---|---|
| Fiscal Year End | DECEMBER |
| Legal Location | Florida, United States |
Employees
| Total Number of Employees | 4 |
|---|---|
| Investment Advisory/Research | 2 |
| Registered Broker-Dealer Representatives | 0 |
| Registered State Investment Advisers | 2 |
| Licensed Agents of an Insurance Company | 0 |
| No. of Firms/People that Solicit Clients | 1 |
RAUM
| Provides Management of Securities Portfolios | Yes |
|---|
| Type | Accounts | RAUM |
|---|---|---|
| Discretionary | 200 | $210.1M |
| Non-Discretionary | 0 | $0 |
| Total | 200 | $210.1M |
Clients
| Type | Number | RAUM |
|---|---|---|
| Individuals | 29 | $9.4M |
| HNW Individuals | 55 | $195.0M |
| Banking or thrift institutions | 0 | $0 |
| Investment companies | 0 | $0 |
| Business development companies | 0 | $0 |
| Pooled investment vehicles | 0 | $0 |
| Pension and profit sharing plans | 0 | $0 |
| Charitable organizations | 0 | $0 |
| State or municipal gov entities | 0 | $0 |
| Other investment advisers | 0 | $0 |
| Insurance companies | 0 | $0 |
| Sovereign wealth funds and foreign official institutions | 0 | $0 |
| Corporations or other businesses | <5 | $5.8M |
| Other | 0 | $0 |
| Type | Number |
|---|---|
| No. of Non-RAUM Clients | 3 |
| No. of Non-U.S. Clients | 0 |
| No. of Financial Planning Clients | 0 |
Services
| Advisory Services | Financial planningPortfolio management for individuals and/or small businessesPortfolio management for businesses or institutional clientsPension consulting servicesSelection of other advisers (including private fund managers) |
|---|---|
| Compensation | % of AUMHourly charges |
Identifiers
| SEC RIA File Number | 801-118568 |
|---|---|
| SEC ERA File Number | 801-118568 |
| SEC CIK Numbers | None |
| SEC CRD Numbers | 137423 |
| Legal Entity Identifier | None |
Principal Office
3300 PGA BOULEVARDSUITE 200
PALM BEACH GARDENS
FL
United States
Monday - Friday, 8:00 AM TO 5:30 PM
Tel: 561-296-0100, Fax: 561-626-3934
Chief Compliance Officer
JOSH ANGELL
MANAGING MEMBER
3300 PGA BOULEVARD
SUITE 200
PALM BEACH GARDENS
FL
United States
Tel:
561-296-0100
Fax:
561-626-3924
J***@*****************M
(Full email address available in API data)
Industry Affiliates
| SMITH, STOHLMAN, JAMES & GARDERE, P.A. | Accountant or accounting firm |
Private Funds
| Name | Type | Assets $USD | Min Investment $USD | No. Owners |
|---|
None
Control Persons
| Name | Type | Entity | Title | Since | Ownership |
|---|---|---|---|---|---|
| STOHLMAN, MATTHEW, SCOTT | Individual | – | MEMBER | 07/2005 | 25-50% |
| SMITH, MATTHEW, CURTIS | Individual | – | MEMBER AND MANAGER | 01/2012 | 25-50% |
| ANGELL, JOSHUA, BARRON | Individual | – | CHIEF COMPLIANCE OFFICER/MANAGER/CIO/COO | 01/2018 | < 5% |
| THE BARRONS GROUP, LLC | Domestic Entity | – | MEMBER | 03/2020 | 25-50% |
| ANGELL, JOSHUA, BARRON | Individual | THE BARRONS GROUP, LLC | MEMBER | 03/2020 | > 75% |