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FINANCIAL SERVICES OF AMERICA ADVISORS

50 W Big Beaver Rd Suite 500
Troy, Michigan 48084
Tel: (800) 977-9292

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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 $214,395,285 assets under management, offering retirement planning & investment advisory services to 1455 clients. The firm is staffed with 22 experienced financial planners.

Firm Information

SEC Current StatusApproved
Firm CRD#286251
SEC# 801-120474
Assets Managed by Firm $214,395,285
No. of Clients 1455
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
  • Portfolio Management for Individuals
  • Selection of Other Advisors

Firm Client Information

No. of ClientsAUM
Firm Total1455$214,395,285
Individuals (other than high net worth individuals)1455$214,395,285
Inquire with FINANCIAL SERVICES OF AMERICA ADVISORS

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