Company Overview
- Headquarters
- 2500 N. Military Trail, Suite 306, Boca Raton FL
- Website
- adamfinl.com
- Phone
- (561) 417-0001
- Employees
- 4
- Founded in
- 1995
- Industry
- Investment Bank/Securities Brokerage
Financials & Stats
Revenue
$3B
Who is Adam Financial Associates Inc
Adam Financial Associates Inc. is a personal financial advisory firm located in Boca Raton, Florida. Acquired by Mercer Advisors in 2019, the firm previously provided fee-only financial planning and investment management services. Adam Financial Associates served individuals, businesses, trusts, retirement plans, and fiduciaries. Their specialized focus was on working with women investors, addressing their specific retirement and financial needs. Adam Financial Associates Inc. operated as a Registered Investment Advisor (RIA), offering personalized financial planning and investment management solutions. For further information, please contact Mercer Advisors.
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| 3M | 4 | |||
| 3M | 9 | |||
| 3M | 3 | 2016 | ||
| 3M | 55 | Drummondville, MD | 2007 | |
| 3M | 3 | New York, NY |