# Targeted Financial Services

Targeted Financial Services is a RIA based in United States.

## Overview

- **Organization type:** RIA
- **Headquarters:** United States
- **Region:** North America
- **Assets under management:** Undisclosed

## Regulatory record

- **CRD number:** 129049
- **SEC file number:** 801-62542
- **Registration status:** Registered
- **Reports private funds:** No
- **IAPD record:** https://adviserinfo.sec.gov/firm/summary/129049

## About

TARGETED FINANCIAL SERVICES, LLC is an SEC-registered investment adviser in SEMINOLE, FL, registered since 2003. The firm manages approximately $353 million in regulatory assets. It has 5 employees and 4 investment advisers.

## Questions

### Does Targeted Financial Services have any known co-investment relationships?

No co-investment relationships, GP commitments, or club-deal participations are publicly associated with Targeted Financial Services. For privacy-oriented single-family offices, co-investment activity, when it occurs, is often conducted under the co-investor's name with the office remaining a silent participant in transaction documents, making external verification difficult without access to fund-level LP data.

## Related profiles

- [PNC Wealth Management](https://altss.com/profile/pnc-wealth-management)

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Last updated: 2026-07-06T01:24:26.591Z

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