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CTF FINANCIAL SERVICES, INC.
CRD 142217
1900 SE 18TH AVENUE, OCALA, FL, 34471, United States
Phone
352-369-0602
Fax
352-732-1180
Registration
— (—)
Source
State registered
Total AUM
$373K
Discretionary AUM
$373K
Team
1 total employees; 1 advisory reps
Clients
1-10
Fees
Percentage of AUM
Org form
Corporation
Filing date
2026-03-30
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 7 | $373K |
Official SEC filing: View on IAPD