TARGETED FINANCIAL SERVICES, LLC
CRD #129049 SEC #801-62542 SEMINOLE, FL 732-750-9880
SEC Registered
Total AUM
$298.5M
Discretionary
$298.5M
Employees
4
Clients
26
Accounts
818
Firm Details
- Organization Type
- Limited Liability Company
- State of Formation
- Florida
- Fiscal Year End
- DECEMBER
- Registration Date
- --
- Latest Filing
- Mar 23, 2025
- Branch Offices
- 2
Advisory Services
No services reported
Compensation Methods
No compensation methods reported
Ownership
Direct Owners & Executive Officers (Schedule A)
| Name | Type | Title / Status | Ownership | Control |
|---|---|---|---|---|
| GREEN, JONATHAN, ISRAEL | I | MEMBER | C | Control |
| GREEN, JONATHAN, ISRAEL | I | MEMBER | C | Control |
| PAYNE JR, JAMES, CHARLES | I | MEMBER / CCO, COO | C | Control |
| PAYNE JR, JAMES, CHARLES | I | MEMBER / CCO, COO | C | Control |
| PAYNE JR, JAMES, CHARLES | I | MEMBER / CCO, COO | C | Control |
| PAYNE JR, JAMES, CHARLES | I | MEMBER / CCO, COO | C | Control |
| PAYNE JR, JAMES, CHARLES | I | MEMBER / CCO, COO | C | Control |
| PAYNE JR, JAMES, CHARLES | I | MEMBER / CCO, COO | C | Control |
| PAYNE JR, JAMES, CHARLES | I | MEMBER / CCO, COO | C | Control |
| PAYNE JR, JAMES, CHARLES | I | MEMBER / CCO, COO | C | Control |
| PAYNE JR, JAMES, CHARLES | I | MEMBER / CCO, COO | C | Control |
| PAYNE JR, JAMES, CHARLES | I | MEMBER / CCO, COO | C | Control |
| PAYNE JR, JAMES, CHARLES | I | MEMBER / CCO, COO | C | Control |
| PAYNE JR, JAMES, CHARLES | I | MEMBER / CCO, COO | C | Control |
| PAYNE JR, JAMES, CHARLES | I | MEMBER / CCO, COO | C | Control |
| PAYNE JR, JAMES, CHARLES | I | MEMBER / CCO, COO | C | Control |
| PAYNE JR, JAMES, CHARLES | I | MEMBER / CCO, COO | C | Control |
| PAYNE JR, JAMES, CHARLES | I | MEMBER / CCO, COO | C | Control |
| RUBIN, ALAN | I | MEMBER, CFO, CEO | C | Control |
| RUBIN, ALAN | I | MEMBER, CFO, CEO | C | Control |
| RUBIN, ALAN | I | MEMBER, CFO, CEO | C | Control |
| RUBIN, ALAN | I | MEMBER, CFO, CEO | C | Control |
| RUBIN, ALAN | I | MEMBER, CFO, CEO | C | Control |
| RUBIN, ALAN | I | MEMBER, CFO, CEO | C | Control |
| RUBIN, ALAN | I | MEMBER, CFO, CEO | C | Control |
| RUBIN, ALAN | I | MEMBER, CFO, CEO | C | Control |
| RUBIN, ALAN | I | MEMBER, CFO, CEO | C | Control |
| RUBIN, ALAN | I | MEMBER, CFO, CEO | C | Control |
| RUBIN, ALAN | I | MEMBER, CFO, CEO | C | Control |
| RUBIN, ALAN | I | MEMBER, CFO, CEO | C | Control |
| RUBIN, ALAN | I | MEMBER, CFO, CEO | C | Control |
| RUBIN, ALAN | I | MEMBER, CFO, CEO | C | Control |
| RUBIN, ALAN | I | MEMBER, CFO, CEO | C | Control |
| RUBIN, ALAN | I | MEMBER, CFO, CEO | C | Control |
| GABBAY, OFER, EPHRAIM | I | MEMBER | B | |
| GABBAY, OFER, EPHRAIM | I | MEMBER | B | |
| GABBAY, OFER, EPHRAIM | I | MEMBER | B | |
| GABBAY, OFER, EPHRAIM | I | MEMBER | B | |
| GABBAY, OFER, EPHRAIM | I | MEMBER | B | |
| GABBAY, OFER, EPHRAIM | I | MEMBER | B | |
| GABBAY, OFER, EPHRAIM | I | MEMBER | B | Control |
| GABBAY, OFER, EPHRAIM | I | MEMBER | B | Control |
| GABBAY, OFER, EPHRAIM | I | MEMBER | B | Control |
| GABBAY, OFER, EPHRAIM | I | MEMBER | B | |
| GABBAY, OFER, EPHRAIM | I | MEMBER | B | |
| GABBAY, OFER, EPHRAIM | I | MEMBER | B | |
| GABBAY, OFER, EPHRAIM | I | MEMBER | B | |
| GABBAY, OFER, EPHRAIM | I | MEMBER | B | |
| GABBAY, OFER, EPHRAIM | I | MEMBER | B | |
| GABBAY, OFER, EPHRAIM | I | MEMBER | B | |
| GABBAY, OFER, EPHRAIM | I | MEMBER | B | |
| GABBAY, OFER, EPHRAIM | I | MEMBER | B | |
| GABBAY, OFER, EPHRAIM | I | MEMBER | B | |
| GABBAY, OFER, EPHRAIM | I | MEMBER | B | |
| GABBAY, OFER, EPHRAIM | I | MEMBER | B | |
| GABBAY, OFER, EPHRAIM | I | MEMBER | B | |
| GREEN, JONATHAN, ISRAEL | I | MEMBER | B | Control |
| GREEN, JONATHAN, ISRAEL | I | MEMBER | B | Control |
| GREEN, JONATHAN, ISRAEL | I | MEMBER | B | Control |
| GREEN, JONATHAN, ISRAEL | I | MEMBER | B | Control |
| GREEN, JONATHAN, ISRAEL | I | MEMBER | B | Control |
| GREEN, JONATHAN, ISRAEL | I | MEMBER | B | Control |
| GREEN, JONATHAN, ISRAEL | I | MEMBER | B | Control |
| GREEN, JONATHAN, ISRAEL | I | MEMBER | B | Control |
| GREEN, JONATHAN, ISRAEL | I | MEMBER | B | Control |
| GREEN, JONATHAN, ISRAEL | I | MEMBER | B | Control |
| GREEN, JONATHAN, ISRAEL | I | MEMBER | B | Control |
| GREEN, JONATHAN, ISRAEL | I | MEMBER | B | Control |
| GREEN, JONATHAN, ISRAEL | I | MEMBER | B | Control |
| GREEN, JONATHAN, ISRAEL | I | MEMBER | B | Control |
| GREEN, JONATHAN, ISRAEL | I | MEMBER | B | Control |
| GREEN, JONATHAN, ISRAEL | I | MEMBER | B | Control |
| GREEN, JONATHAN, ISRAEL | I | MEMBER | B | Control |
| GREEN, JONATHAN, ISRAEL | I | MEMBER | B | Control |
| GREEN, JONATHAN, ISRAEL | I | MEMBER | B | Control |
| GREEN, JONATHAN, ISRAEL | I | MEMBER | B | Control |
| GREEN, JONATHAN, ISRAEL | I | MEMBER | B | Control |
| GREEN, JONATHAN, ISRAEL | I | MEMBER | B | Control |
| GREEN, JONATHAN, ISRAEL | I | MEMBER | B | Control |
| PAYNE JR, JAMES, CHARLES | I | MEMBER / CCO, COO | B | Control |
| PAYNE JR, JAMES, CHARLES | I | MEMBER / CCO, COO | B | Control |
| PAYNE JR, JAMES, CHARLES | I | MEMBER / CCO, COO | B | Control |
| PAYNE JR, JAMES, CHARLES | I | MEMBER / CCO, COO | B | Control |
| PAYNE JR, JAMES, CHARLES | I | MEMBER / CCO, COO | B | Control |
| PAYNE JR, JAMES, CHARLES | I | MEMBER / CCO, COO | B | Control |
| PAYNE JR, JAMES, CHARLES | I | MEMBER / CCO, COO | B | Control |
| PAYNE JR, JAMES, CHARLES | I | MEMBER / CCO, COO | B | Control |
| PAYNE JR, JAMES, CHARLES | I | MEMBER / CCO, COO | B | Control |
| PAYNE, JAMES, CHARLES | I | MEMBER / CHIEF COMPLIANCE OFFICER | B | Control |
| PAYNE, JAMES, CHARLES | I | MEMBER / CHIEF COMPLIANCE OFFICER | B | Control |
| PAYNE, JAMES, CHARLES | I | MEMBER / CHIEF COMPLIANCE OFFICER | B | Control |
| PAYNE, JAMES, CHARLES | I | MEMBER / CHIEF COMPLIANCE OFFICER | B | Control |
| PAYNE, JAMES, CHARLES | I | MEMBER | B | Control |
| PAYNE, JAMES, CHARLES | I | MEMBER | B | Control |
| PAYNE, JAMES, CHARLES | I | MEMBER / CHIEF COMPLIANCE OFFICER | B | Control |
| PAYNE, JAMES, CHARLES | I | MEMBER | B | Control |
| PAYNE, JAMES, CHARLES | I | MEMBER | B | Control |
| PAYNE, JAMES, CHARLES | I | MEMBER | B | Control |
| PAYNE, JAMES, CHARLES | I | MEMBER / CHIEF COMPLIANCE OFFICER | B | Control |
| PAYNE, JAMES, CHARLES | I | MEMBER / CHIEF COMPLIANCE OFFICER | B | Control |
| PAYNE, JAMES, CHARLES | I | MEMBER / CHIEF COMPLIANCE OFFICER | B | Control |
| PAYNE, JAMES, CHARLES | I | MEMBER / CHIEF COMPLIANCE OFFICER | B | Control |
| RUBIN, ALAN | I | MEMBER | B | Control |
| RUBIN, ALAN | I | MEMBER | B | Control |
| RUBIN, ALAN | I | MEMBER, CFO, CEO | B | Control |
| RUBIN, ALAN | I | MEMBER, CFO, CEO | B | Control |
| RUBIN, ALAN | I | MEMBER, CFO, CEO | B | Control |
| RUBIN, ALAN | I | MEMBER, CFO, CEO | B | Control |
| RUBIN, ALAN | I | MEMBER, CFO, CEO | B | Control |
| RUBIN, ALAN | I | MEMBER, CFO, CEO | B | Control |
| RUBIN, ALAN | I | MEMBER, CFO, CEO | B | Control |
| RUBIN, ALAN | I | MEMBER, CFO, CEO | B | Control |
| RUBIN, ALAN | I | MEMBER, CFO, CEO | B | Control |
| RUBIN, ALAN, NMN | I | MEMBER | B | Control |
| RUBIN, ALAN, NMN | I | MEMBER | B | Control |
| RUBIN, ALAN, NMN | I | MEMBER | B | Control |
| RUBIN, ALAN, NMN | I | MEMBER | B | Control |
| RUBIN, ALAN, NMN | I | MEMBER | B | Control |
| RUBIN, ALAN, NMN | I | MEMBER | B | Control |
| RUBIN, ALAN, NMN | I | MEMBER | B | Control |
| RUBIN, ALAN, NMN | I | MEMBER | B | Control |
| RUBIN, ALAN, NMN | I | MEMBER | B | Control |
| RUBIN, ALAN, NMN | I | MEMBER | B | Control |
| RUBIN, ALAN, NMN | I | MEMBER | B | Control |
| RUBIN, ALAN, NMN | I | MEMBER | B | Control |
Registrations
Federal
IA
Mar 23, 2025 REGISTERED
Notice Filings (9)
CA CT FL KY NH NJ NY PA TX
Address
5666 SEMINOLE BLVDSUITE 146
SEMINOLE, FL 33772
United States
Phone: 732-750-9880