Firms by city
Registered investment advisers in Altamonte Springs, FL
4 SEC-registered advisers headquartered in Altamonte Springs, listed by regulatory assets under management as reported on Form ADV.
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4 firms listed
| Firm | Headquarters | Regulatory AUM |
|---|---|---|
| Certified Advisory | Altamonte Springs, FL | $3.04B |
| Cornerstone Trust Management Services | Altamonte Springs, FL | $1.08B |
| Synergy Investment Management | Altamonte Springs, FL | $681M |
| 401k Generation | Altamonte Springs,, FL | $156M |
- Headquarters
- Altamonte Springs, FL
- Regulatory AUM
- $3.04B
- Headquarters
- Altamonte Springs, FL
- Regulatory AUM
- $1.08B
- Headquarters
- Altamonte Springs, FL
- Regulatory AUM
- $681M
- Headquarters
- Altamonte Springs,, FL
- Regulatory AUM
- $156M
Figures are from each firm's most recent Form ADV and are dated on its profile. Listing here is a matter of public record, not a recommendation.
About this list
A firm appears here when it reports its principal office in Altamonte Springs on Form ADV Part 1A. Many advisers serve clients well beyond the city they are based in, and a firm headquartered elsewhere may still have an office here; see firms headquartered in Florida.
Figures come from each firm's own filings on the dates shown on its profile. This list is a restatement of public records, not a rating or a recommendation.