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CRD 170142
BOCA RATON, FL
Data as of (this record's last observation) from federal regulator filings. Page built and rebuilt at most every 15 minutes.
This entity has not been resolved onto another DFX graph by a shared identifier. A name match elsewhere would be a candidate, never an identity, and none is recorded.
| Owner | Title | Ownership code | Control person | Acquired | First seen | Last seen |
|---|---|---|---|---|---|---|
| ALLFINANCIAL GROUP LLC | Owner | E | yes | 12/2013 | Feb 13, 2014 | Jan 16, 2024 |
| KRASNERMAN, MICHAEL, NMN | PRESIDENT, CEO AND MANAGING MEMBER | E | yes | 12/2013 | Feb 13, 2014 | Jan 16, 2024 |
| KRASNERMAN, MICHAEL, NMN | PRESIDENT, CEO AND MANAGING MEMBER | Na | yes | 12/2013 | Feb 13, 2014 | Jan 16, 2024 |
| GOLDBERGER, ALAN, JAY | CHIEF COMPLIANCE OFFICER | Na | no | 12/2013 | Feb 13, 2014 | Jan 16, 2024 |
| Related person | Type | Class on the graph | Its RAUM | Control | Common control | State |
|---|---|---|---|---|---|---|
| FINANCIAL LIFE SERVICES LLC | n/a | n/a | n/a | Y | yes | n/a |
| Fiscal year | Filed | RAUM | Discretionary | Employees | Advisory staff | Offices | Private funds | Fund GAV |
|---|---|---|---|---|---|---|---|---|
| 2023 | Jan 16, 2024 | $66.3M | $0 | 3 | 1 | 0 | n/a | n/a |
| 2022 | Jan 16, 2023 | $70.6M | $0 | 3 | 1 | 0 | n/a | n/a |
| 2021 | Mar 3, 2022 | $78.5M | $0 | 3 | 1 | 0 | n/a | n/a |
| 2020 | Mar 1, 2021 | $18.2M | $0 | 4 | 1 | 0 | n/a | n/a |
| 2019 | Mar 3, 2020 | $184M | $0 | 4 | 1 | 0 | n/a | n/a |
| 2018 | Mar 28, 2019 | $169M | $0 | 4 | 1 | 0 | n/a | n/a |
| 2017 | Mar 29, 2018 | $150M | $0 | 4 | 1 | 0 | n/a | n/a |
| 2016 | Mar 31, 2017 | n/a | n/a | 4 | 2 | n/a | n/a | n/a |
| 2015 | Mar 29, 2016 | n/a | n/a | 4 | 2 | n/a | n/a | n/a |
| 2014 | Mar 31, 2015 | n/a | n/a | 2 | 2 | n/a | n/a | n/a |
| Latest fiscal year | RAUM | A year earlier | 1y change | Three years earlier | 3y CAGR | Employees | A year earlier | Offices | A year earlier |
|---|---|---|---|---|---|---|---|---|---|
| 2023 | $66.3M | $70.6M | -6.1% | $18.2M | 54.0% | 3 | 3 | 0 | 0 |