Augustine Asset Management Inc.

Augustine Asset Management Inc. (CRD# 105801) is a financial advisory firm headquartered in Jacksonville, FL. They manage $309,452,589 in 262 accounts and serve the financial needs of clients across 3 states (or territories).

By the Numbers
  • Total Assets Under Management
    309
    MILLION
  • Total Number of Accounts
    262
    ACCOUNTS
  • Average Account Value
    $1,181,117
Compensation Options
  • A percentage of assets under your management
Advisory Services Offered
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

CA, FL, GA

Financial Advisors at Augustine Asset Management Inc.
Showing 1 - 5 of 5 top financial advisors.
1
Jeffrey E. Bernardo
CRD#: 2402915
1551 Atlantic Blvd., Ste 103, Jacksonville, FL 32207

Jeffrey Bernardo (CRD# 2402915) is an Investment Advisor Representative working at Augustine Asset Management Inc. in Jacksonville, FL and has over 25 years of experience in the finance industry.

2
Frederick M. Blum
CRD#: 4359571
1551 Atlantic Blvd., Ste 103, Jacksonville, FL 32207

Frederick Blum (CRD# 4359571) is an Investment Advisor Representative working at Augustine Asset Management Inc. in Jacksonville, FL and has over 19 years of experience in the finance industry.

3
Franco Cirelli
CRD#: 5867216
San Francisco, CA

Franco Cirelli (CRD# 5867216) is an Investment Advisor Representative working at Augustine Asset Management Inc. in San Francisco, CA and has over 6 years of experience in the finance industry. Franco Cirelli has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

4
Gregory M. Estes
CRD#: 4359754
1551 Atlantic Blvd, Suite 103, Jacksonville, FL 32207

Gregory Estes (CRD# 4359754) is an Investment Advisor Representative working at Augustine Asset Management Inc. in Jacksonville, FL and has 1 year of experience in the finance industry.

5
Neil J. Sullivan
CRD#: 4344039
1551 Atlantic Blvd., Ste 103, Jacksonville, FL 32207

Neil Sullivan (CRD# 4344039) is an Investment Advisor Representative working at Augustine Asset Management Inc. in Jacksonville, FL and has 1 year of experience in the finance industry.

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