Allfinancial Partners Ii, LLC (Boca Raton)

Allfinancial Partners Ii, LLC is an investment adviser to an investment company based in Boca Raton. It manages $168.6 million of regulatory assets for 1 client accounts. It has been registered with the SEC as an adviser since 2014 and has operated in the jurisdiction of Connecticut.

Allfinancial Partners Ii provides portfolio management for investment companies and management and services on one life settlement portfolio. It doesn't provide financial planning services to its clients. On top of advisory services, the firm doesn't engage in other business activities.

Allfinancial Partners Ii: assets under management

The assets under management (AUM) of Allfinancial Partners Ii, LLC is $168.6 million. The company doesn't manage any assets belonging to foreign clients.

Fees & Commissions

The advisory firm has a single stream of revenue. Clients pay Allfinancial Partners Ii, LLC for their services and products based on a percentage of assets under management. Compensation based on assets under management promotes a long-term relationship between a client and the adviser and helps align mutual interests. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.

What kind of clients Allfinancial Partners Ii serves?

The only and largest group of clients of Allfinancial Partners Ii is investment companies with 1 clients and $168.6 million of assets under management. Among the 10 most similar advisory firms, Allfinancial Partners Ii has the highest percentage of investment companies out of all clients.

The amount of regulatory assets under management is $168.6 million for 1 clients. None of the firm’s clients are foreign persons or businesses.

Allfinancial Partners Ii doesn't advise any private funds.

Careers at Allfinancial Partners Ii, LLC

The company employs 4 people that are either part- or full-time employees. 25 percent of the employees work as investment advisers or researchers. No employees are registered as investment adviser representatives with the state securities authorities.

There isn’t anyone with the role of looking for and bringing in new clients on behalf of the firm. The firm doesn’t compensate employees in addition to the salary for bringing in new clients. Employees don’t receive compensation from other entities for client referrals.

Direct owners and executive officers

Name	Entity	Date acquired	Ownership	Employer ID
Allfinancial Group Llc	Owner	1 Dec 2013	75% - 100%	20-5240083
Alan Jay Goldberger	Chief compliance officer	1 Dec 2013	Other	6289633

Indirect Owners

The SEC currently registers 1 indirect owner.

Name	Entity	Date acquired	Ownership	Employer ID
Michael Nmn Krasnerman	President, ceo and managing member	1 Dec 2013	75% - 100%	1001722

Based in Boca Raton

The principal office where Allfinancial Partners Ii, LLC performs its advisory services is located at 4800 N Federal Hwy, Boca Raton, FL 33431, which is also the mailing address of the firm. It doesn’t run an office outside of the United States.

You can reach the main office by calling the phone number 561-430-5317 or by fax 561-430-5331. The normal business hours are 8am - 4:30pm on Other.