Investment adviser · CRD 329094
FINIAT, LLC
Investment adviser filing (IA)
MOUNT DORA, FL, United States · Form ADV filed Jun 26, 2026
- Regulatory AUM
- $25.6M Form ADV · Item 5.F
- Client accounts
- 1 Accounts, not individual clients
- Employees
- 7 Reported in this filing
- Advisory professionals
- 3 Investment advisory functions
Who they report serving
Form ADV · Item 5.DClient types and their share of reported regulatory assets.
| Client type | Clients | Regulatory assets | Share of AUM |
|---|---|---|---|
| Other investment advisers | 1 | $25,556,450 | 100.0% |
Filing source
Form ADV 2115858 · Jun 26, 2026 · Item 5.D
Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.
Private funds & service providers
0 Private fundsThe count excludes feeder funds. Funds in the latest filing appear first, ordered by reported gross assets. Earlier funds retain their last reported values.
This filing answers No to private funds.
Services & filing details
Most recent filing: Jun 26, 2026. View historical filings
Reported services
Business portfolio management
Compensation
Percentage of assets · Performance-based
Principal office
808 NORTH DONNELLY ST.MOUNT DORA, FL, 32757, United States
CRD 329094
Filing source
Form ADV 2115858 · Jun 26, 2026 · Items 1 & 5
Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.