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TARGETED FINANCIAL SERVICES, LLC

SEMINOLE, FL · CRD 129049 · IAPD ↗ · targetedfinancial.com · 732-750-9880

$353.4MRegulatory AUM
4Advisory reps
5Employees
0Clients
26-50Planning clients
0Private funds
8States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

53
April 2025 — TARGETED FINANCIAL SERVICES, LLC added office(s): 1 -> 2 additional locations.
Count of additional offices increased.
Office IT & facilitiesCRMRecruiting & transitions
48
February 2025 — TARGETED FINANCIAL SERVICES, LLC moved its main office from NEPTUNE CITY, NJ to SEMINOLE, FL.
Main office moved to a different city or state.
Office IT & facilitiesMarketing & brand

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