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BDO WEALTH ADVISORS, LLC
BDO WEALTH ADVISORS, LLC
JACKSONVILLE, Florida
·
3 registered advisors
·
CRD# 222525
SEC# 801-108306
6
904.396.4015
01
Firm Overview
AUM
$3.0B
Regulatory assets under management
Employees
43
Total firm employees
Advisors
3
Registered representatives
02
Services & Fees
Advisory Services
Financial planning
Portfolio management (individuals)
Selection of other advisers
Publication of periodicals/newsletters
Security ratings or pricing services
Other
Compensation
Percentage of AUM
Hourly charges
Subscription fees
Other: PERCENTAGE OF ADVISED ASSETS
03
Specialties
Financial Planning
Investment Management
Wealth Management
04
Advisors at BDO WEALTH ADVISORS, LLC
3 registered advisors
David Thomas Albaneze
JACKSONVILLE, Florida
CRD# 708697
Jeffrey Bruce Koch
JACKSONVILLE, Florida
CRD# 2779737
Richard Freeman Kraner
JACKSONVILLE, Florida
PFS
CRD# 2719261
05
Office Locations
JACKSONVILLE, Florida
3 advisors
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Data sourced from SEC Form ADV filings. BDO WEALTH ADVISORS, LLC (CRD# 222525) is registered with the SEC as an investment adviser. View the firm's full regulatory filing at
adviserinfo.sec.gov
.