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POINCIANA ADVISORS GROUP, LLC

PALM BEACH GARDENS, FL · CRD 137423 · IAPD ↗ · poincianagroup.com · 561-296-0100

$396.0MRegulatory AUM
1Advisory reps
2Employees
0Clients
0Planning clients
0Private funds
2States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

70
March 2025 — POINCIANA ADVISORS GROUP, LLC reported RAUM up 60% ($210.1M -> $336.3M).
Regulatory AUM up >=25% since last filing.
Portfolio / reporting / TAMPCRMFinancial planning software
75
April 2024 — POINCIANA ADVISORS GROUP, LLC now offers financial planning (Item 5G(1)).
Firm now reports offering financial planning (Item 5G(1)). They need planning software.
Financial planning softwareCRM

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