Steven L. Pomeranz Financial Management, Inc. (Boca Raton)

Name: Steven L. Pomeranz Financial Management, Inc.
Address: 555 S. Federal Highway, Boca Raton, FL, 33432
Telephone: 561-362-7850

Steven L. Pomeranz Financial Management, Inc. is a large advisory firm based in Boca Raton. It manages $187.31 million of regulatory assets for 470 client accounts. It has been registered with the SEC as an adviser since 2003 and has operated in the jurisdictions of Florida, Indiana, New York, and Oklahoma.

Steven L. Pomeranz Financial Management provides financial planning services and portfolio management for individuals and small businesses. It prepares financial plans for less than 10 clients. On top of advisory services, the firm doesn't engage in other business activities.

Steven L. Pomeranz Financial Management: assets under management

The assets under management (AUM) of Steven L. Pomeranz Financial Management, Inc. is $187.31 million, all of which is managed in discretionary accounts. The firm's AUM has grown by 234% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.

The firm manages $187.31 million in discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $398.54 thousand each.

Fees & Commissions

The advisory firm has several streams of revenue. Clients pay Steven L. Pomeranz Financial Management, Inc. 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.

Based in Boca Raton

The principal office where Steven L. Pomeranz Financial Management, Inc. performs its advisory services is located at 555 S. Federal Highway, Boca Raton, FL 33432, which is also the mailing address of the firm. It doesn’t run an office outside of the United States.

You can reach the main office by calling the phone number 561-362-7850 or by fax 561-362-9525. The normal business hours are 9:00am - 5:00 pm on Monday - Friday. You can find more information about the New York firm at www.slpomeranz.com.

Steven L. Pomeranz Financial Management, Inc. (Boca Raton)

Steven L. Pomeranz Financial Management: assets under management

Fees & Commissions

Based in Boca Raton

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