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R.L.K. Advisory Group

EST. AUM
$100,000,000

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CLIENT ACCOUNTS

Firm Details

Metro area Orlando
CRD Number 174632
Website rlkadvisorygroup.com
Client types

Overview

R.L.K. Advisory Group is a Port Orange, Florida-based wealth management and financial planning practice serving families, retirees, pre-retirees, professionals, and small business owners. The firm provides portfolio management, retirement strategies, estate strategies, risk management, education planning, insurance planning, and cash-flow/debt guidance. Its website states that it develops individualized wealth strategies after reviewing each client’s financial situation, goals, and risk tolerance. The firm’s listed investment products include stocks, ETFs, bonds, mutual funds, retirement accounts, CDs, and money markets. Its official disclosure states that investment advice is offered through IFP Advisors.

Platform Details

Investment Preferences

Alternative Activity

Address

925 West Lancaster Ave
Suite 220
Bryn Mawr, PA 19010
Tel: (610) 642-1481 

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