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William Floyd Grundy

AMS ADVISORS LLC·BOCA RATON, Florida
Unclaimed Profile
5550 GLADES RD, BOCA RATON, FL 33431CRD# 5467985Firm CRD# 142852
01

About

William Floyd Grundy is a registered financial advisor based in BOCA RATON, Florida, affiliated with AMS ADVISORS LLC. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Investment Management
Wealth Management
Client Types
Individuals
03

Firm Overview

Firm
CONCORDIUS CAPITAL ADVISORS, LLC
CONCORDIUS CAPITAL ADVISORS
AUM
$32M
Regulatory assets under management
Employees
7
Total firm employees
View all advisors at CONCORDIUS CAPITAL ADVISORS, LLC →
Services
Portfolio management (individuals)
Selection of other advisers
Other
04

Background

Compensation
Percentage of AUM
Subscription fees
Regulatory
SEC/IARD CRD# 5467985
Firm CRD# 142852
No disclosures on file
View on FINRA BrokerCheck →

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05

Frequently Asked Questions

What services does William Floyd Grundy offer?
William Floyd Grundy specializes in Investment Management, Wealth Management. Contact their office in BOCA RATON, Florida for a consultation.
What are William Floyd Grundy's credentials?
William Floyd Grundy is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is William Floyd Grundy located?
William Floyd Grundy is based in BOCA RATON, Florida, working with AMS ADVISORS LLC. Their office serves clients in the BOCA RATON metropolitan area and surrounding communities.
How does William Floyd Grundy charge for services?
William Floyd Grundy's firm is compensated through percentage of aum, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is AMS ADVISORS LLC?
AMS ADVISORS LLC has approximately 7 employees and manages $32M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Other Advisors at AMS ADVISORS LLC

Francis Patrick Davis
ORLANDO, FL
Rhett Phillip Plotner
ORLANDO, FL
Stephen Robert Newhouse
ORLANDO, FL
Clifford Harland Wildes
ST PETERSBURG, FL
Mark Ridgway Keramidas
ST PETERSBURG, FL
James Mitchell Galiano
ORLANDO, FL

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