ARMADA ADVISORS

1800 N E Street
Pensacola, Florida 32501
Tel: 850-497-6167

About ARMADA ADVISORS

ARMADA ADVISORS, formally registered with the SEC as ARMADA ADVISORS. The firm was established in 03/01/2021. They have over 1 offices throughout the country.

ARMADA ADVISORS is a Pensacola, Florida based Financial Planning firm with nearly $168,330,387 assets under management, offering retirement planning & investment advisory services to 801 clients. The firm is staffed with 2 experienced financial planners.

Firm Information

SEC Current Status	Approved
Firm CRD#	150416
SEC#	801-120409
Assets Managed by Firm	$168,330,387
No. of Clients	801
No. of Advisors	2

Fee Structure

A percentage of AUM
Hourly charges
Fixed fees

Advisory Services Provided

Financial planning services
Portfolio management for individuals and/or small businesses
Portfolio management for businesses or institutional clients
Pesnsion consulting services
Selection for other advisors
Other (REAL ESTATE ADVISORY)

Firm Client Information

	No. of Clients	AUM
Firm Total	801	$168,330,387
Individuals (other than high net worth individuals)	259	$57,092,855
High net worth individuals	37	$60,700,503
Charitable organizations	Fewer than 5 clients	$977,142

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