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ECONOLOGICS FINANCIAL ADVISORS, LLC

UUID0caab429-c011-5718-b235-c020ce47e5bd
TypeASSET_MANAGER
Status
Created2025-10-23 02:23:50
Updated2025-10-23 02:23:50

Available Loaders

Identifiers

AuthorityIdentifierDisplayAs OfConfidence
adv_crd 125738 125738 1.0
sec_file_number 801-79018 801-79018

Profile

Websitehttp://www.PRACTICETRANSITIONASSESSMENT.COM
HQ CityLARGO
HQ StateFL
HQ CountryUnited States
AUM (USD)
AUM As OfNone
Aliases:
  • ECONOLOGICS FINANCIAL ADVISORS adv_xlsx

ADV Metrics

Assets & Accounts

  • RAUM (total)140,813,094.0
  • RAUM (discretionary)140,813,094.0
  • Actionable assets125,010,808.0
  • Accounts525.0

Institutional Clients

  • Government AUM
  • Pension AUM
  • Charitable AUM213,390.0
  • HNW AUM114,866,826.0

As of 2025-03-11 00:00:00 • Source ia09022025.xlsx

People

NameTitleRoleEmailEvidence
No people recorded.

Outbound Affiliations

RelationOrganizationLast UpdatedEvidence
No outbound affiliations.

Inbound Affiliations

RelationOrganizationLast UpdatedEvidence
No inbound affiliations.

Evidence

No evidence recorded for this organization yet.