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Robert Michael Florian

FLORIAN FINANCIAL GROUP LLC·WILLIAMSVILLE, New York
Unclaimed Profile
1825 MAPLE ROAD, WILLIAMSVILLE, NY 14221CRD# 1641308Firm CRD# 123869
01

About

Robert Michael Florian is a registered financial advisor based in WILLIAMSVILLE, New York, affiliated with FLORIAN FINANCIAL GROUP LLC. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Financial Planning
Investment Management
Client Types
Individuals
High Net Worth Individuals
03

Firm Overview

Firm
FLORIAN FINANCIAL GROUP LLC
FLORIAN FINANCIAL GROUP LLC
AUM
$150M
Regulatory assets under management
Employees
5
Total firm employees
View all advisors at FLORIAN FINANCIAL GROUP LLC →
Services
Financial planning
Portfolio management (individuals)
Publication of periodicals/newsletters
04

Background

Compensation
Percentage of AUM
Hourly charges
Subscription fees
Regulatory
SEC/IARD CRD# 1641308
Firm CRD# 123869
No disclosures on file
View on FINRA BrokerCheck →

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05

Frequently Asked Questions

What services does Robert Michael Florian offer?
Robert Michael Florian specializes in Financial Planning, Investment Management. Contact their office in WILLIAMSVILLE, New York for a consultation.
What are Robert Michael Florian's credentials?
Robert Michael Florian is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Robert Michael Florian located?
Robert Michael Florian is based in WILLIAMSVILLE, New York, working with FLORIAN FINANCIAL GROUP LLC. Their office serves clients in the WILLIAMSVILLE metropolitan area and surrounding communities.
How does Robert Michael Florian charge for services?
Robert Michael Florian's firm is compensated through percentage of aum, hourly charges, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is FLORIAN FINANCIAL GROUP LLC?
FLORIAN FINANCIAL GROUP LLC has approximately 5 employees and manages $150M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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