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FINIAT, LLC

MOUNT DORA, FL · CRD 329094 · IAPD ↗ · finiat.com · 352-729-2739

$25.6MRegulatory AUM
3Advisory reps
7Employees
3Clients
n/aPlanning clients
0Private funds
1States
0Disclosures
institutionalSegment
ApprovedSEC status

Filing changes

85
February 2024 — FINIAT, LLC (MOUNT DORA, FL) is newly SEC-registered with $0 RAUM and 3 advisory reps.
Firm appears on the SEC roster for the first time (new RIA or state-to-SEC transition).
CRMComplianceCustodianFinancial planning softwarePortfolio / reporting / TAMPMarketing & brand

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