FIORI FINANCIAL GROUP

205 South East 20th St
Fort Lauderdale, Florida 33316
Tel: 954-763-2600

About FIORI FINANCIAL GROUP

FIORI FINANCIAL GROUP, formally registered with the SEC as FIORI FINANCIAL GROUP. The firm was established in 12/08/2022. They have over 2 offices throughout the country.

FIORI FINANCIAL GROUP is a Fort Lauderdale, Florida based Financial Planning firm with nearly $476,671,565 assets under management, offering retirement planning & investment advisory services to 660 clients. The firm is staffed with 8 experienced financial planners.

Firm Information

SEC Current Status	Approved
Firm CRD#	318641
SEC#	801-127015
Assets Managed by Firm	$476,671,565
No. of Clients	660
No. of Advisors	8

Fee Structure

A percentage of AUM
Fixed fees

Advisory Services Provided

Portfolio management for individuals and/or small businesses
Portfolio management for businesses or institutional clients
Pesnsion consulting services

Firm Client Information

	No. of Clients	AUM
Firm Total	660	$476,671,565
Individuals (other than high net worth individuals)	125	$40,407,942
High net worth individuals	108	$404,865,168
Pension and profit sharing plans	15	$21,027,672
Charitable organizations	2	$10,370,783

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CORIENT 830 Brickell Plaza, Suite 4800 Miami, FL, 33131	$118,191,936,095	97020	845
ELLIOTT INVESTMENT MANAGEMENT L.P. 360 S. Rosemary Ave, 18th Floor West Palm Beach, FL, 33401	$97,371,716,804	38	578
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