FLORIAN FINANCIAL GROUP LLC
CRD #123869 SEC #801-67944 WILLIAMSVILLE, NY 716-810-9590
SEC Registered
Total AUM
$151.4M
Discretionary
$151.4M
Employees
5
Clients
51
Accounts
701
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Mar 2025 | $151.4M | $151.4M | $0 | 5 | 0 |
| Mar 2024 | $149.6M | $149.6M | $0 | 5 | 0 |
| Mar 2023 | $124.7M | $124.7M | $0 | 5 | 0 |
| Mar 2022 | $142.8M | $142.8M | $0 | 5 | 0 |
| Feb 2022 | $118.1M | $118.1M | $0 | 5 | 0 |
| Mar 2021 | $118.1M | $118.1M | $0 | 5 | 0 |
| Jul 2020 | $107M | $107M | $0 | 5 | 0 |
| Jun 2020 | $107M | $107M | $0 | 5 | 0 |
| Mar 2020 | $107M | $107M | $0 | 5 | 0 |
| Mar 2019 | $89.7M | $89.7M | $0 | 5 | 0 |
| Mar 2018 | $94.2M | $94.2M | $0 | 4 | 0 |
| Mar 2017 | $74.8M | $74.8M | $0 | 4 | 200 |
| Mar 2016 | $72.4M | $72.4M | $0 | 4 | 200 |
| Mar 2015 | $77.8M | $77.8M | $0 | 4 | 200 |
| Mar 2014 | $71.7M | $71.7M | $0 | 5 | 200 |
| Jan 2013 | $58.8M | $58.8M | $0 | 5 | 200 |
| Oct 2012 | $60.9M | $60.9M | $0 | 1 | 200 |
| Mar 2012 | $53.3M | $53.3M | $0 | 1 | 200 |
| Apr 2010 | $45.5M | $45.5M | $0 | 5 | -- |
| Mar 2009 | $35.2M | $35.2M | $0 | 5 | -- |
| May 2007 | $38.4M | $38.4M | $0 | 5 | -- |
DateMar 2025
Total AUM$151.4M
Discretionary$151.4M
Non-Disc.$0
Employees5
Clients0
DateMar 2024
Total AUM$149.6M
Discretionary$149.6M
Non-Disc.$0
Employees5
Clients0
DateMar 2023
Total AUM$124.7M
Discretionary$124.7M
Non-Disc.$0
Employees5
Clients0
DateMar 2022
Total AUM$142.8M
Discretionary$142.8M
Non-Disc.$0
Employees5
Clients0
DateFeb 2022
Total AUM$118.1M
Discretionary$118.1M
Non-Disc.$0
Employees5
Clients0
DateMar 2021
Total AUM$118.1M
Discretionary$118.1M
Non-Disc.$0
Employees5
Clients0
DateJul 2020
Total AUM$107M
Discretionary$107M
Non-Disc.$0
Employees5
Clients0
DateJun 2020
Total AUM$107M
Discretionary$107M
Non-Disc.$0
Employees5
Clients0
DateMar 2020
Total AUM$107M
Discretionary$107M
Non-Disc.$0
Employees5
Clients0
DateMar 2019
Total AUM$89.7M
Discretionary$89.7M
Non-Disc.$0
Employees5
Clients0
DateMar 2018
Total AUM$94.2M
Discretionary$94.2M
Non-Disc.$0
Employees4
Clients0
DateMar 2017
Total AUM$74.8M
Discretionary$74.8M
Non-Disc.$0
Employees4
Clients200
DateMar 2016
Total AUM$72.4M
Discretionary$72.4M
Non-Disc.$0
Employees4
Clients200
DateMar 2015
Total AUM$77.8M
Discretionary$77.8M
Non-Disc.$0
Employees4
Clients200
DateMar 2014
Total AUM$71.7M
Discretionary$71.7M
Non-Disc.$0
Employees5
Clients200
DateJan 2013
Total AUM$58.8M
Discretionary$58.8M
Non-Disc.$0
Employees5
Clients200
DateOct 2012
Total AUM$60.9M
Discretionary$60.9M
Non-Disc.$0
Employees1
Clients200
DateMar 2012
Total AUM$53.3M
Discretionary$53.3M
Non-Disc.$0
Employees1
Clients200
DateApr 2010
Total AUM$45.5M
Discretionary$45.5M
Non-Disc.$0
Employees5
Clients--
DateMar 2009
Total AUM$35.2M
Discretionary$35.2M
Non-Disc.$0
Employees5
Clients--
DateMay 2007
Total AUM$38.4M
Discretionary$38.4M
Non-Disc.$0
Employees5
Clients--