POINCIANA ADVISORS GROUP, LLC

PALM BEACH GARDENS, Florida·3 registered advisors·CRD# 137423

SEC# 801-1185680561-296-0100

01

Firm Overview

AUM

$210M

Regulatory assets under management

Employees

4

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

Compensation

Percentage of AUM

Hourly charges

03

Specialties

Financial Planning Investment Management Wealth Management

04

Advisors at POINCIANA ADVISORS GROUP, LLC

3 registered advisors

Joshua Barron Angell

PALM BEACH GARDENS, Florida

Karyl Holmes Neal

PALM BEACH GARDENS, Florida

Matthew Scott Stohlman

PALM BEACH GARDENS, Florida

05

Office Locations

PALM BEACH GARDENS, Florida

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Data sourced from SEC Form ADV filings. POINCIANA ADVISORS GROUP, LLC (CRD# 137423) is registered with the SEC as an investment adviser. View the firm's full regulatory filing at adviserinfo.sec.gov.