ADVUS FINANCIAL PARTNERS, LLC
Adviser information for ADVUS FINANCIAL PARTNERS, LLC last updated from Form ADV on March 28th, 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 | 18 |
|---|---|
| Investment Advisory/Research | 11 |
| Registered Broker-Dealer Representatives | 0 |
| Registered State Investment Advisers | 11 |
| Licensed Agents of an Insurance Company | 0 |
| No. of Firms/People that Solicit Clients | 0 |
RAUM
| Provides Management of Securities Portfolios | Yes |
|---|
| Type | Accounts | RAUM |
|---|---|---|
| Discretionary | 1,101 | $2.6B |
| Non-Discretionary | 67 | $175.8M |
| Total | 1,168 | $2.8B |
Clients
| Type | Number | RAUM |
|---|---|---|
| Individuals | 316 | $103.9M |
| HNW Individuals | 154 | $734.8M |
| 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 | 71 | $1.8B |
| Charitable organizations | 7 | $100.1M |
| 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 | $3.7M |
| Other | 0 | $0 |
| Type | Number |
|---|---|
| No. of Non-RAUM Clients | 0 |
| No. of Non-U.S. Clients | 0 |
| No. of Financial Planning Clients | 101-250 |
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 chargesFixed fees |
Identifiers
| SEC RIA File Number | 801-120458 |
|---|---|
| SEC ERA File Number | 801-120458 |
| SEC CIK Numbers | None |
| SEC CRD Numbers | 311990 |
| Legal Entity Identifier | None |
Principal Office
1525 INTERNATIONAL PARKWAYSUITE 2071
LAKE MARY
FL
United States
Monday - Friday, 8:30-4:30
Tel: 407-585-1160, Fax: 407-264-6706
Websites
www.vimeo.com/advuspartners
www.facebook.com/fiscal-fitness-289748992827477
twitter.com/fiscalfitness_
podcasts.apple.com/us/podcast/the-fiscal-fitness-podcast/id1593313295
www.fiscalfitness.com
wellness.fiscalfitness.com/
pca.st/podcast/04a387d0-796e-013b-f297-0acc26574db2
podcasts.apple.com/us/podcast/advus-after-hours/id1666365238
open.spotify.com/show/3wmmrikycms7x9vy2aahwv
radiopublic.com/advus-after-hours-welxme
www.facebook.com/advus
www.instagram.com/advusfinancialpartners/
www.advuspartners.com
www.buzzsprout.com/1865000
open.spotify.com/show/7wbhae1mvmbgulsgfm2h9g?si=uhtum43gqi6en1xfg7kifw&dl_branch=1&nd=1
www.instagram.com/fiscalfitnesswithadvus/
www.linkedin.com/company/advuspartners
www.youtube.com/@advusfinancialpartners
Chief Compliance Officer
SALLY HANLEY-WHITWORTH
1525 INTERNATIONAL PKWY
#2071
LAKE MARY
FL
United States
Tel:
4075851185
Fax:
407-264-6706
S******@****************M
(Full email address available in API data)
Regulatory Contact
MARK LAMORIELLO
CHIEF EXECUTIVE OFFICER
1525 INTERNATIONAL PARKWAY
#2071
LAKE MARY
FL
United States
Tel:
4075851169
Fax:
407-264-6706
M**********@****************M
(Full email address available in API data)
Industry Affiliates
| None |
Private Funds
| Name | Type | Assets $USD | Min Investment $USD | No. Owners |
|---|
None
Control Persons
| Name | Type | Entity | Title | Since | Ownership |
|---|---|---|---|---|---|
| LAMORIELLO, MARK | Individual | – | CHIEF EXECUTIVE OFFICER | 11/2020 | > 75% |
| HANLEY-WHITWORTH, SALLY, ANN | Individual | – | CHIEF COMPLIANCE OFFICER | 11/2020 | < 5% |
| Zito, Andrew, Stephen | Individual | – | PRESIDENT/COO | 06/2021 | < 5% |