FIORI FINANCIAL GROUP

FFG PARTNERS, LLC Legal Name

Adviser information for FIORI FINANCIAL GROUP last updated from Form ADV on March 26th, 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	8
Investment Advisory/Research	5
Registered Broker-Dealer Representatives	2
Registered State Investment Advisers	5
Licensed Agents of an Insurance Company	4
No. of Firms/People that Solicit Clients	0

RAUM

Provides Management of Securities Portfolios	Yes

Type	Accounts	RAUM
Discretionary	646	$385.3M
Non-Discretionary	0	$0
Total	646	$385.3M

Clients

Type	Number	RAUM
Individuals	127	$35.7M
HNW Individuals	103	$311.6M
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	13	$29.4M
Charitable organizations	2	$8.6M
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	0	$0
Other	0	$0

Type	Number
No. of Non-RAUM Clients	0
No. of Non-U.S. Clients	1

Services

Advisory Services	Portfolio management for individuals and/or small businessesPortfolio management for businesses or institutional clientsPension consulting services
Compensation	% of AUMFixed fees

Wrap Fee Program

Offers Wrap Fee Program	Yes

Acting As	RAUM
Sponsor	0
Portfolio Manager	0
Both for Same	385.3M

Portfolio Manager to Program	Sponsor
FFG WRAP FEE PROGRAM	FIORI FINANCIAL GROUP

Identifiers

SEC RIA File Number	801-127015
SEC ERA File Number	801-127015
SEC CIK Numbers	None
SEC CRD Numbers	318641
Legal Entity Identifier	None

Principal Office

205 SOUTH EAST 20TH ST
FORT LAUDERDALE
FL
United States

Monday - Friday, 8:30AM TO 5:PM EST

Tel: 954-763-2600, Fax: 954-337-2455

Websites

www.linkedin.com/in/gabriel-levy-cfa-a489a6113/ www.linkedin.com/in/abraham-arce-978549101/ www.linkedin.com/in/leslievigil/ www.linkedin.com/in/jessicachano/ twitter.com/fiorifg www.facebook.com/fiorifg/ www.linkedin.com/company/fiori-financial-group fiorifg.com/ www.linkedin.com/in/scott-verlangieri-aif%c2%ae-04417085/ www.linkedin.com/in/margaux-fiori-6820a226/

Chief Compliance Officer

ABRAHAM ARCE

205 SOUTH EAST 20TH STREET

FORT LAUDERDALE

United States

Tel: (954) 763-2600

Fax: (954) 337-2455

A***********@**********M

(Full email address available in API data)

Regulatory Contact

SCOTT VERLANGIERI

CFO

4343 COBLESKILL DR.

LELAND