Targeted Financial Services, LLC
Targeted Financial Services, LLC is an SEC-registered mass-market adviser in Seminole, FL with $353.4M assets under management (AUM, regulatory AUM), +18% over one year. See who owns Targeted Financial Services, LLC: ownership, executives, custodians, and advisors from SEC Form ADV. CRD 129049, SEC 801-62542, data through 2026-03-20.
- AUM (assets under management / regulatory AUM)
- $353.4M (2026-03-20)
- Firm type
- Mass-Market Adviser
- Location
- Seminole, FL
- Employees
- 5
- Clients
- 501
- CRD
- 129049
- Ownership
- RUBIN, ALAN, NMN; GREEN, JONATHAN, ISRAEL; PAYNE, JAMES, CHARLES; GABBAY, OFER, EPHRAIM; RUBIN, ALAN
How much AUM does Targeted Financial Services, LLC have?
Targeted Financial Services, LLC reported $353.4M in assets under management (regulatory AUM) on its most recent SEC Form ADV (2026-03-20).
Who owns Targeted Financial Services, LLC?
Disclosed owners and executives of Targeted Financial Services, LLC include RUBIN, ALAN, NMN, GREEN, JONATHAN, ISRAEL, PAYNE, JAMES, CHARLES, GABBAY, OFER, EPHRAIM, RUBIN, ALAN. Full ownership history, officer changes, and indirect owners are on the interactive profile.
View the full interactive profile on ADV.News.