FFO Investments LLC logo

FFO Investments LLC

Updated today

Client AUM

$207,088,515

Clients

160

Advisors

9

of 9 employees

About

FFO Investments LLC provides both discretionary portfolio management and non-discretionary advisory services as part of an integrated fractional family office offering to individuals, families, trusts, estates, business entities, and entrepreneurs. Services described in the brochure include investment management, wealth coordination and financial planning, tax and entity-structuring coordination, insurance planning, alternative investment analysis, and ongoing financial oversight.

The firm typically governs client relationships under a unified Master Service Agreement to coordinate multiple advisory disciplines and may deliver services through either bundled wrap-fee portfolios or separate retainer-based family office engagements. FFO frequently collaborates with clients’ external professionals (CPAs, attorneys, custodians and third‑party sponsors) and provides both discretionary trading authority for managed accounts and non‑discretionary recommendations for specialty or alternative investments.

Distinctive features in the brochure include the firm’s role as a wrap fee program sponsor and its explicit emphasis on an expanded fractional family office model governed by an MSA, which the firm presents as an alternative to isolated advisory engagements. The firm also discloses regular sourcing and referral of alternative investments (such as equipment leasing, oil & gas and film investments) and affiliated insurance activities, and notes multiple compensation streams and compliance processes to address the resulting conflicts of interest; additionally, a large share of client assets are described as managed on a non‑discretionary basis.

Client services

Portfolio management

Expertise

Business ownership considerations Entity structure planning (LLC, S-Corp) Real estate investing

Occupation focus

Founder/Business Owner

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Fee options

Commissions

Insurance commissions vary; referral/placement fees from third-party sponsors vary

Subscriptions

Monthly family office retainer generally ranges from $5,000 to $20,000+ per month; onboarding fee typically ranges from $15,000 to $50,000

Other

Account minimum: $1,000,000

Main office

1208 E. Kennedy Blvd, Suite 222

Tampa FL 33602

Advisors at this office

9

Most active in

California · Delaware · Florida · Georgia · New Jersey · New York · Ohio · Pennsylvania · Texas

Disclosures

Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.

Business activities & affiliations

Advisors at this firm

user avatar

Coty B

Series 66

Tampa, FL

FFO Investments LLC

Coty Brawdy is a financial advisor at FFO Investments LLC with eight years of industry experience. He holds the Series 66 designation and has previously worked at firms including Manning & Napier Investor Services, United Capital Financial Advisers, Goldman Sachs, Bank of America, Merrill, and Allstate Insurance. FFO Investments LLC provides discretionary portfolio management and non-discretionary advisory services as part of a fractional family office model, serving individuals, families, trusts, estates, business entities, and entrepreneurs through integrated wealth coordination, financial planning, tax and entity-structuring coordination, and alternative investment analysis.

Business ownership considerations Entity structure planning (LLC, S-Corp) Real estate investing Founder/Business Owner
user avatar

Alexander P

CFP®, Series 63, Series 66

Tampa, FL

FFO Investments LLC

Alexander Perez is a CFP® professional with eight years of experience in the financial services industry. He currently serves as an advisor at FFO Investments LLC and has held previous roles at Raymond James & Associates, Northwestern Mutual, Morgan Stanley, and Wells Fargo. Outside of his advisory work, he is listed as CEO of Mona Lisa Tile Inc., a family business, though he has no active role in its operations. FFO Investments LLC offers discretionary and non-discretionary advisory services within a fractional family office model, serving individuals, families, trusts, estates, business entities, and entrepreneurs. The firm provides integrated wealth management solutions including investment management, financial planning, tax and entity-structuring coordination, and alternative investment analysis.

Business ownership considerations Entity structure planning (LLC, S-Corp) Real estate investing Founder/Business Owner
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Antonio V

Series 65

Tampa, FL

FFO Investments LLC

Antonio Vaglica Jr. is a financial advisor with FFO Investments LLC, holding a Series 65 designation and two years of industry experience. His prior work includes roles at MassMutual, New York Life Insurance Company, and GFG Solutions. He is also a partner at LABC Cost Seg, LLC, where he manages operations and consults on real estate tax strategies. FFO Investments LLC provides discretionary and non-discretionary advisory services within a fractional family office model, serving individuals, families, trusts, estates, business entities, and entrepreneurs. The firm offers integrated wealth coordination, investment management, tax planning, and alternative investment analysis under unified agreements, often collaborating with clients’ external professionals.

Business ownership considerations Entity structure planning (LLC, S-Corp) Real estate investing Founder/Business Owner
user avatar

Vincent A

Series 63, Series 65

Tampa, FL

FFO Investments LLC

Vincent Amalfitano is a financial advisor at FFO Investments LLC in Tampa, FL, holding Series 63 and Series 65 licenses with four years of industry experience. His prior work includes roles at GFG Solutions, MML Investors Services, and New York Life Insurance Company. FFO Investments LLC offers discretionary portfolio management and non-discretionary advisory services within an integrated fractional family office model, serving individuals, families, trusts, estates, business entities, and entrepreneurs. The firm coordinates multiple advisory disciplines under a unified Master Service Agreement and collaborates with clients’ external professionals to deliver both bundled wrap-fee portfolios and retainer-based family office engagements.

Business ownership considerations Entity structure planning (LLC, S-Corp) Real estate investing Founder/Business Owner
user avatar

Landon A

CFP®, Series 66

Tampa, FL

FFO Investments LLC

Landon Archangelo is a CFP® with six years of industry experience, currently serving at FFO Investments LLC. His prior roles include positions at MML Investors Services, LLC, MassMutual Life Insurance Co, and Northwestern Mutual Investment Services LLC. Outside of his advisory work, he is a partner at GFG Solutions, where he provides consulting services to business owners on entity and organizational matters. FFO Investments LLC offers discretionary and non-discretionary advisory services within a fractional family office model, serving individuals, families, trusts, estates, business entities, and entrepreneurs. The firm integrates multiple advisory disciplines under a unified agreement and frequently collaborates with clients' external professionals to provide comprehensive wealth and financial planning.

Business ownership considerations Entity structure planning (LLC, S-Corp) Real estate investing Founder/Business Owner
user avatar

Misha M

Series 63, Series 66

Tampa, FL

FFO Investments LLC

Misha Mahindroo is a financial advisor at FFO Investments LLC in Tampa, FL, with five years of industry experience. He holds Series 63 and Series 66 licenses and has worked previously at Walser Wealth Management, Fisher Investments, Merrill, TIAA-CREF Individual & Institutional Services, and other firms. FFO Investments LLC offers discretionary portfolio management and non-discretionary advisory services within a fractional family office framework, serving individuals, families, trusts, estates, business entities, and entrepreneurs. The firm coordinates multiple advisory disciplines under a unified Master Service Agreement and collaborates with clients’ external professionals to provide a comprehensive approach to wealth management.

Business ownership considerations Entity structure planning (LLC, S-Corp) Real estate investing Founder/Business Owner
user avatar

Connor C

Series 63, Series 66

Tampa, FL

FFO Investments LLC

Connor Corkery is a financial advisor at FFO Investments LLC in Tampa, FL, holding Series 63 and Series 66 licenses with two years of industry experience. His prior work includes roles at Raymond James Financial Services and Fidelity Investments. Outside of finance, he has experience working at Eagles Golf Club and FunStation. FFO Investments LLC offers integrated fractional family office services including investment management, financial planning, tax and entity-structuring coordination, and alternative investment analysis. The firm serves individuals, families, trusts, estates, business entities, and entrepreneurs through both discretionary and non-discretionary advisory arrangements under a unified Master Service Agreement.

Business ownership considerations Entity structure planning (LLC, S-Corp) Real estate investing Founder/Business Owner
user avatar

Joshua K

Series 63, Series 66

Tampa, FL

FFO Investments LLC

Joshua Koh Swineford is a financial advisor at FFO Investments LLC in Tampa, FL. He holds Series 63 and Series 66 credentials and has one year of industry experience, including prior roles at J.P. Morgan Securities and JPMorgan Chase Bank, N.A. FFO Investments LLC provides discretionary and non-discretionary portfolio management as part of a fractional family office service model for individuals, families, trusts, estates, business entities, and entrepreneurs. The firm offers integrated wealth coordination, financial planning, tax and entity-structuring coordination, and alternative investment analysis, often collaborating with clients’ external professionals under unified agreements.

Business ownership considerations Entity structure planning (LLC, S-Corp) Real estate investing Founder/Business Owner
user avatar

Kamil P

Series 63, Series 65

Tampa, FL

FFO Investments LLC

Kamil Polkowski is a financial advisor with FFO Investments LLC in Tampa, FL. He holds Series 63 and Series 65 designations and has two years of industry experience. Prior to joining FFO Investments, he worked at several firms including Sandy Morris Financial & Estate Planning Services and Fisher Investments. FFO Investments LLC provides discretionary portfolio management and non-discretionary advisory services as part of a fractional family office model serving individuals, families, trusts, estates, business entities, and entrepreneurs. The firm offers integrated wealth coordination, financial planning, tax and entity-structuring coordination, insurance planning, and alternative investment analysis, often working alongside clients’ external professionals.

Business ownership considerations Entity structure planning (LLC, S-Corp) Real estate investing Founder/Business Owner
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