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FLORIAN FINANCIAL GROUP LLC

WILLIAMSVILLE, NY · CRD 123869 · IAPD ↗ · florianfinancialgroup.com · 716-810-9590

$215.0MRegulatory AUM
5Advisory reps
8Employees
0Clients
51-100Planning clients
0Private funds
2States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

63
April 2026 — FLORIAN FINANCIAL GROUP LLC reported RAUM up 42% ($151.4M -> $215.0M).
Regulatory AUM up >=25% since last filing.
Portfolio / reporting / TAMPCRMFinancial planning software
69
April 2026 — FLORIAN FINANCIAL GROUP LLC grew from 1 to 5 advisory reps.
Advisory representative count grew materially (>=20% or >=5 reps).
CRMRecruiting & transitionsComplianceFinancial planning software

Data: SEC Form ADV monthly roster (public). Confirm on IAPD before acting.