Camarda Financial Advisors , LLC is a large advisory firm based in Fleming Island. It manages $211.34 million of regulatory assets for 1,269 client accounts. It has been registered with the SEC as an adviser since 2014 and has operated in the jurisdictions of Alabama, District of Columbia, Florida, and 6 other states.
Camarda Financial Advisors provides financial planning services, portfolio management for individuals and small businesses, and pension consulting services. It prepares financial plans for less than 10 clients. On top of advisory services, the firm doesn't engage in other business activities.
The assets under management (AUM) of Camarda Financial Advisors , LLC is $211.34 million. The firm's AUM has gone down by -1% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.
The advisory firm has several streams of revenue. Clients pay Camarda Financial Advisors , LLC for their services and products based on a percentage of assets under management, hourly charges, and fixed fees. Compensation based on assets under management promotes a long-term relationship between a client and the adviser and helps align mutual interests. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.
The firm provides services to individuals and high net worth individuals. The largest group of clients of Camarda Financial Advisors is individuals with 370 clients and $108.36 million of assets under management. Among the 10 most similar advisory firms, Camarda Financial Advisors has the highest percentage of individuals out of all clients.
The amount of regulatory assets under management is $207.59 million for 424 clients that can include trusts, estates, and 401(k) plans and IRAs of individuals and their family members. None of the firm’s clients are foreign persons or businesses.
Camarda Financial Advisors doesn't advise any private funds.
The company employs 14 people that are either part- or full-time employees. 43 percent of the employees work as investment advisers or researchers. 7 employees are registered as investment adviser representatives with the state securities authorities.
There isn’t anyone with the role of looking for and bringing in new clients on behalf of the firm. The firm compensates employees in addition to the salary for bringing in new clients. Employees don’t receive compensation from other entities for client referrals.
The principal office where Camarda Financial Advisors , LLC performs its advisory services is located at 4371 Us Highway 17 South, Fleming Island, FL 32003, which is also the mailing address of the firm. An additional office of the firm is in Ponte Vedra, FL. It doesn’t run an office outside of the United States.
You can reach the main office by calling the phone number 904-278-1177 or by fax 904-278-1070. The normal business hours are 9 a.m. to 5 p.m. on Monday - Friday. You can find more information about the New York firm at camarda.com.