FSA INVESTMENT GROUP, LLC

212 South Alcaniz Street
Pensacola, Florida 32502
Tel: (850) 696-1550

About FSA INVESTMENT GROUP, LLC

FSA INVESTMENT GROUP, LLC, formally registered with the SEC as FSA INVESTMENT GROUP, LLC. The firm was established in 04/30/2012. They have over 7 offices throughout the country.

FSA INVESTMENT GROUP, LLC is a Pensacola, Florida based Financial Planning firm with nearly $709,511,444 assets under management, offering retirement planning & investment advisory services to 152 clients. The firm is staffed with 9 experienced financial planners.

Firm Information

SEC Current Status	Approved
Firm CRD#	163641
SEC#	801-76511
Assets Managed by Firm	$709,511,444
No. of Clients	152
No. of Advisors	9

Fee Structure

A percentage of AUM
Fixed fees

Advisory Services Provided

Financial planning services
Portfolio management for individuals and/or small businesses
Portfolio management for businesses or institutional clients
Pesnsion consulting services
Selection for other advisors
Education seminars/workshops
Other (SERVICES TO TRIBAL CLIENTS)

Firm Client Information

	No. of Clients	AUM
Firm Total	152	$709,511,444
Individuals (other than high net worth individuals)	26	$9,287,002
High net worth individuals	18	$77,203,648
Charitable organizations	1	$117,334
Corporations or other businesses	1	$19,873,603

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