FSAM LLC

1720 Windward Concourse
Suite 115
Alpharetta, Georgia 30005
Tel: 770-777-9373

About FSAM LLC

FSAM LLC, formally registered with the SEC as FSAM LLC. The firm was established in 08/12/2021. They have over 3 offices throughout the country.

FSAM LLC is a Alpharetta, Georgia based Financial Planning firm with nearly $71,457,869 assets under management, offering retirement planning & investment advisory services to 171 clients. The firm is staffed with 13 experienced financial planners.

Firm Information

SEC Current Status	Approved
Firm CRD#	287851
SEC#	801-122054
Assets Managed by Firm	$71,457,869
No. of Clients	171
No. of Advisors	13

Fee Structure

A percentage of AUM

Advisory Services Provided

Portfolio management for individuals and/or small businesses
Selection for other advisors

Firm Client Information

	No. of Clients	AUM
Firm Total	171	$71,457,869
Individuals (other than high net worth individuals)	95	$19,627,918
High net worth individuals	29	$17,376,779
Pension and profit sharing plans	23	$9,003,897
Charitable organizations	2	$3,089,888
Corporations or other businesses	22	$22,359,387

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