Adam Financial Associates Inc

  • Investment Bank/Securities Brokerage
  • Boca Raton FL
  • 4 employees
  • Investment Management
Get Full Info

Company Overview

Website
adamfinl.com
Phone
(561) 417-0001
Employees
4
Founded in
1995
Industry
Investment Bank/Securities Brokerage
SIC Code
6722 - Management Investment Offices, Open-end
More Details

Financials & Stats

Revenue

$3B

More Financials

Recent News & Media

PFS Wealth Management Group

  • Oct 23, 2024
  • ch.linkedin.com

4 ways to get better returns than CDs

  • Aug 30, 2022
  • northbrookfinancial.com

Our 8 Top Financial Tips for High School Grads

  • Jun 4, 2019
  • moneytalksnews.com

Blake Edwards - Senior Health and Benefits Consultant - Mercer

  • Dec 9, 2015
  • linkedin.com

Las Olas Capital Advisors

  • Aug 6, 2015
  • linkedin.com

Tobias Financial Advisors

  • Oct 23, 2014
  • linkedin.com

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.

Adam Financial Associates Inc Industry Tags

Finance
Investment Bank/Securities Brokerage
Management Investment
Open-ended
Investment Management
View All Industry Tags

Companies Similar to Adam Financial Associates Inc

Analyze industry trends and opportunities by examining competitors and companies comparable to Adam Financial Associates Inc, including their performance metrics, financials, growth dynamics, and competitive benchmarks.

Company Name Revenue Number of Employees Location Founded in
3M 12 Atlanta, GA 2009
3M 3 New York, NY
3M 3 New York, NY
3M 3 New York, NY 2008
3M 4 New York, NY 2013
View More Companies

FAQ

What is the location of Adam Financial Associates Inc's headquarters?
The headquarters of Adam Financial Associates Inc are situated at 2500 N. Military Trail, Suite 306, Boca Raton FL
What is Adam Financial Associates Inc's phone number?
Adam Financial Associates Inc's contact number is (561) 417-0001.
What is Adam Financial Associates Inc's official website?
The official website of Adam Financial Associates Inc can be found at adamfinl.com.
What is Adam Financial Associates Inc's current revenue?
As of May 2020, Adam Financial Associates Inc's annual revenue reached $3B.
How many employees does Adam Financial Associates Inc currently have?
Adam Financial Associates Inc employs approximately 4+ people as of May 2020
Which industries is Adam Financial Associates Inc primarily operating in?
Adam Financial Associates Inc operates in the following industries: Investment Management
What are Adam Financial Associates Inc's industry tags?
Adam Financial Associates Inc's industry tags include: Finance, Investment Bank/Securities Brokerage, Management Investment
When was Adam Financial Associates Inc founded?
Adam Financial Associates Inc was founded in 1995.

Employee Directory

Key Employees

Mari Adam

President & Founder

Phone Email