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FINANCIAL SERVICES OF AMERICA ADVISORS
50 W Big Beaver Rd Suite 500
Troy, Michigan 48084
Tel: (800) 977-9292
About FINANCIAL SERVICES OF AMERICA ADVISORS
FINANCIAL SERVICES OF AMERICA ADVISORS, formally registered with the SEC as FINANCIAL SERVICES OF AMERICA ADVISORS. The firm was established in 03/08/2021. They have over 1 offices throughout the country.
FINANCIAL SERVICES OF AMERICA ADVISORS is a Troy, Michigan based Financial Planning firm with nearly $396,180,038 assets under management, offering retirement planning & investment advisory services to 3687 clients. The firm is staffed with 22 experienced financial planners.
Firm Information
| SEC Current Status | Approved |
|---|---|
| Firm CRD# | 286251 |
| SEC# | 801-120474 |
| Assets Managed by Firm | $396,180,038 |
| No. of Clients | 3687 |
| No. of Advisors | 22 |
Fee Structure
- A percentage of AUM
- Hourly charges
- Fixed fees
- Other (SELECTION OF OTHER ADVISOR FEES)
Advisory Services Provided
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection for other advisors
Firm Client Information
| No. of Clients | AUM | |
|---|---|---|
| Firm Total | 3687 | $396,180,038 |
| Individuals (other than high net worth individuals) | 1534 | $354,525,273 |
| High net worth individuals | 27 | $41,654,765 |
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