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).

Current Firm Details
1551 Atlantic Blvd, Suite 103, Jacksonville, FL 32207
http://www.augustineasset.com
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 Bernardo, financial advisor Jacksonville FL
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 Blum, financial advisor Jacksonville FL
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, financial advisor San Francisco CA
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 Estes, financial advisor Jacksonville FL
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 Sullivan, financial advisor Jacksonville FL
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.

Our primary data source is public filings of Form ADV as published by the Securities and Exchange Commission (SEC) and made available in accordance with the Freedom of Information Act (FOIA). Supplementary information may be provided by listed advisors or their representatives.

Because many firms provide a variety of products or services, an individual may or may not be registered to operate under all services provided by the firm.

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