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Poinciana Advisors

Company Profile

Company profile

Website

www.poincianagroup.com/

Incorporated

Fiscal year end

SEC CIK

IRS number

203216158

SEC advisor number

801-118568

FINRA CRD number

137423

AUM ?

$183.80 mm (as of 11 May 23)

Accounts

178 (as of 11 May 23)

Employees

3 (2 investment advisory or research)

Office hours

Monday - Friday, 8:00 AM TO 5:30 PM

Ownership

Owner	Title	From	%Ownership
Angell, Joshua, Barron	Member	03/2020	> 75%
Stohlman, Matthew, Scott	Member	07/2005	25-50%
Smith, Matthew, Curtis	Member and Manager	01/2012	25-50%
Angell, Joshua, Barron	Chief Compliance Officer/manager/cio/coo	01/2018	< 5%
the Barrons Group, LLC	Member	03/2020	25-50%

Latest filings (excl ownership)

No filings

Latest ownership filings

Quarterly holdings report by institutional manager

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