AZURE FINANCIAL ADVISORS LLC
SARASOTA, FLORIDA

Azure Financial Advisors LLC is a Registered Investment Advisor (RIA) based in Sarasota, Florida. Regulated by the State of Illinois since 2008, the firm is dedicated to providing expert financial advice regarding securities and portfolio management services. Led by Catherine J Cooper, a seasoned professional with over thirty years of investment banking experience and numerous prestigious certifications including CFP® and CFA, Azure Financial Advisors offers personalized asset management solutions. Catherine's profound expertise was honed through decades of evaluating securities for notable institutions such as Harris Bank and Duff & Phelps and has been further enriched by her involvement with numerous charitable organizations. As a fee-only advisor, the firm emphasizes cost-effective financial strategies that focus on client-specific goals while managing risk. Distinctively, Azure Financial Advisors prides itself on not profiting from selling investment or insurance products, often resulting in significant savings for clients compared to traditional advisory services. The firm stands out with its commitment to ethical and transparent asset management practices, offering complimentary consultations to assess and align the advisor's strategies with clients' financial objectives. Clients can reach Azure Financial Advisors at their mailing address 5220 Sand Lake Court, Sarasota, FL, or by phone at (847) 835-3752, with further information available on their website azurefinancialadvisors.com.

KEY FACTS ABOUT AZURE FINANCIAL ADVISORS LLC

Company name
AZURE FINANCIAL ADVISORS LLC
Status
Active
Filed Number
L17000077024
FEI Number
26-3444626
Date of Incorporation
April 5, 2017
Age - 9 years
Home State
FL
Company Type
Florida Limited Liability

CONTACTS

Website
http://azurefinancialadvisors.com
Phones
(847) 835-3752

AZURE FINANCIAL ADVISORS LLC NEAR ME

Principal Address
5220 SAND LAKE COURT,
SARASOTA,
FL,
34238,
US

See Also

Officers and Directors

The AZURE FINANCIAL ADVISORS LLC managed by the one person from SARASOTA on following positions: Manager

Catherine J Cooper

Position
Manager Active
From
SARASOTA, FL





Registered Agent is Catherine J Cooper

From
SARASOTA, 34238

Annual Reports

2024
April 17, 2024
2023
March 7, 2023