Targeted Financial Services, LLC
● SEC registered since 2003CRD 129049SEC# 801-62542Seminole, FL
Reg. AUM
$353.4M
Employees
5
Accounts
788
Location
Seminole, FL
About Targeted Financial Services
Targeted Financial provides a retirement savings calculator and related financial-planning contact information. The page’s main service is helping visitors estimate how contributions, savings, and investment returns may affect future retirement balances.
Summary based on the firm’s website.
Targeted Financial Services, LLC assets under management
Targeted Financial Services, LLC is an investment advisory firm registered with the SEC based in Seminole, FL. The firm has been registered since 2003. It reports $353.4 million in regulatory assets under management and employs 5 people.
Targeted Financial Services, LLC owners & executives
2 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Alan Rubin Control | Member, Cfo, Ceo | 25-50% | 2000 |
| James Charles Payne Jr Control | Member / Cco, Coo | 25-50% | 2000 |
Frequently asked questions
How much does Targeted Financial Services, LLC manage?
Targeted Financial Services, LLC reports $353.4 million in regulatory assets under management on its Form ADV.
How many employees does Targeted Financial Services, LLC have?
Targeted Financial Services, LLC reports 5 employees.
Where is Targeted Financial Services, LLC located?
Targeted Financial Services, LLC is based in Seminole, FL and has been SEC-registered since 2003.
Does Targeted Financial Services, LLC disclose fund performance?
Targeted Financial Services, LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| Address | 5666 Seminole Blvd, Suite 146, Seminole, FL 33772 |
| Phone | 732-750-9880 |
| Fax | 732-750-1004 |
| Office hours | 9:00 a.m. - 5:00 p.m. |
| SEC region | Miami Regional Office (MIRO) |
| Discloses disciplinary history | No |
Regulatory AUM
$353.4M▲ 25%
Jan '25Form ADV, monthlySep '26
How this firm compares
Regulatory AUMTop 57%
Larger than 43% of 16,369 advisers
EmployeesTop 62%
More than 38% of 16,804 advisers
Assets under management
$353.4Mregulatory AUM
Discretionary $353.4M