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Building 2FINANCIAL SERVICES OF AMERICA ADVISORS

Map pinTROY, MI
Phone(800) 977-9292
NotebookSEC #801-120474
Total AUM
$573.4M
Employees
31
Clients
4,406

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
50 W BIG BEAVER RD SUITE 500
TROY
MI 48084
United States
Operating Hours
9:00 AM - 5:00 PM
Monday - Friday
Phone
(800) 977-9292
Other Offices
4

ReceiptFinancials

Total AUM
$573.4M
Accounts
4,406
Discretionary
$570.5M
Accounts
4,388
Non-Discretionary
$2.8M
Accounts
18

ContactClients

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Individual Clients
4,368
AUM
$513.1M
HNW Individual Clients
38
AUM
$60.3M

Briefcase businessServices

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Services Offered
Advisor / Fund Manager SelectionFinancial PlanningIndividual Portfolio Management
Compensation Types
Charges Fixed FeeCharges Hourly FeeCharges Other FeeCharges Percentage AUM
Other Compensation
SELECTION OF OTHER ADVISOR FEES

Shield checkCompliance

Disclosures
Other Regulator Order (Past 10 Years)Other Regulator Violation Finding
State Registrations
AZCOFLILINLAMINCOHPATXVA

HandshakeAffiliates

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Affiliates
Reported 5 business affiliates.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.

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