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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