POINCIANA ADVISORS GROUP, LLC
CRD #137423 SEC #801-118568 PALM BEACH GARDENS, FL 561-296-0100
SEC Registered
Total AUM
$336.3M
Discretionary
$336.3M
Employees
2
Clients
0
Accounts
278
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| May 2025 | $336.3M | $336.3M | $0 | 2 | 1 |
| Mar 2025 | $336.3M | $336.3M | $0 | 2 | 1 |
| Mar 2024 | $210.1M | $210.1M | $0 | 4 | 3 |
| Jul 2023 | $183.8M | $183.8M | $0 | 3 | 4 |
| May 2023 | $183.8M | $183.8M | $0 | 3 | 4 |
| Mar 2023 | $183.8M | $183.8M | $0 | 3 | 4 |
| Oct 2022 | $181.9M | $181.9M | $0 | 4 | 4 |
| Aug 2022 | $181.9M | $181.9M | $0 | 4 | 4 |
| Feb 2022 | $181.9M | $181.9M | $0 | 4 | 4 |
| Mar 2021 | $125.2M | $125.2M | $0 | 4 | 4 |
| Jul 2020 | $103.2M | $103.2M | $0 | 2 | 6 |
| Jun 2020 | $103.2M | $103.2M | $0 | 3 | 6 |
| Mar 2020 | $103.2M | $103.2M | $0 | 3 | 6 |
DateMay 2025
Total AUM$336.3M
Discretionary$336.3M
Non-Disc.$0
Employees2
Clients1
DateMar 2025
Total AUM$336.3M
Discretionary$336.3M
Non-Disc.$0
Employees2
Clients1
DateMar 2024
Total AUM$210.1M
Discretionary$210.1M
Non-Disc.$0
Employees4
Clients3
DateJul 2023
Total AUM$183.8M
Discretionary$183.8M
Non-Disc.$0
Employees3
Clients4
DateMay 2023
Total AUM$183.8M
Discretionary$183.8M
Non-Disc.$0
Employees3
Clients4
DateMar 2023
Total AUM$183.8M
Discretionary$183.8M
Non-Disc.$0
Employees3
Clients4
DateOct 2022
Total AUM$181.9M
Discretionary$181.9M
Non-Disc.$0
Employees4
Clients4
DateAug 2022
Total AUM$181.9M
Discretionary$181.9M
Non-Disc.$0
Employees4
Clients4
DateFeb 2022
Total AUM$181.9M
Discretionary$181.9M
Non-Disc.$0
Employees4
Clients4
DateMar 2021
Total AUM$125.2M
Discretionary$125.2M
Non-Disc.$0
Employees4
Clients4
DateJul 2020
Total AUM$103.2M
Discretionary$103.2M
Non-Disc.$0
Employees2
Clients6
DateJun 2020
Total AUM$103.2M
Discretionary$103.2M
Non-Disc.$0
Employees3
Clients6
DateMar 2020
Total AUM$103.2M
Discretionary$103.2M
Non-Disc.$0
Employees3
Clients6