ADAM FINANCIAL ASSOCIATES INC (CRD# 109315) is an SEC-Registered Investment Advisor (RIA), headquartered in Boca Raton, FL. The SEC approved the firm to operate as an RIA in Aug 2015. In Mar 2018, the firm reported total Regulatory Assets Under Management (RAUM) of $166.0 Million, and has discretion over 100% of those assets.   Pooled investment vehicles (Private Funds) account for 0% of RAUM.   Non-US investors represent 0% .  
ADAM FINANCIAL ASSOCIATES INC also reported in Mar 2018:
  • 5 employees, with 2 performing advisory functions.
  • One office location.
  • No registrations with foreign financial regulatory authorities.
  • NO OPERATIONS as a Commodity Pool Operator (CPO) or Commodity Trading Advisor (CTA).
ADAM FINANCIAL ASSOCIATES INC has no disclosure events reported to the SEC at this time.

View ADAM FINANCIAL ASSOCIATES INC's most recent Form ADV filing

ADAM FINANCIAL ASSOCIATES INC has Notice Filings with the following State Securities Authorities: FL-Aug 2015, TX-Mar 2018

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