50 W Big Beaver Rd Suite 500
Troy, Michigan 48084
Tel: (800) 977-9292
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 $214,395,285 assets under management, offering retirement planning & investment advisory services to 1455 clients. The firm is staffed with 22 experienced financial planners.
SEC Current Status | Approved |
Firm CRD# | 286251 |
SEC# | 801-120474 |
Assets Managed by Firm | $214,395,285 |
No. of Clients | 1455 |
No. of Advisors | 22 |
No. of Clients | AUM | |
---|---|---|
Firm Total | 1455 | $214,395,285 |
Individuals (other than high net worth individuals) | 1455 | $214,395,285 |
Firm Name | Assets Under Management | Total Clients | Total Advisors |
---|---|---|---|
$222,731,514,408 | 132 | 176 | |
$18,613,469,251 | 16470 | 130 | |
$17,421,295,183 | 82 | 64 | |
$12,103,858,871 | 332 | 15 | |
$11,794,814,698 | 145 | 50 |
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