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FSIC
BOCA RATON, FL
561-981-1000
SEC #801-64354Total AUM
$204.3M
Employees
35Clients
1,011Firm overview
Client Breakdown by AUM
AUM previous 5 years
Smooth / Detailed
Business
Principal Address
5000 T-REX AVE
SUITE 300
BOCA RATON
FL 33431
United States
SUITE 300
BOCA RATON
FL 33431
United States
Operating Hours
7:00 TO 4:00
Monday - Friday
Monday - Friday
Phone
561-981-1000
Other Offices
4
Financials
Total AUM
$204.3M
Accounts
1,011Discretionary
$44.9M
Accounts
384Non-Discretionary
$159.5M
Accounts
627
Clients
Other Clients
1,011AUM
$204.3M
Description of Other Clients
PRIMARILY INDIVIDUAL
Services
Services Offered
Advisor / Fund Manager SelectionFinancial PlanningIndividual Portfolio ManagementInstitutional Portfolio ManagementPension Consulting
Compensation Types
Charges Fixed FeeCharges Hourly FeeCharges Percentage AUM
Compliance
Disclosures
Other Regulator Denial/Suspension/RevocationOther Regulator False Statement/DishonestyOther Regulator Order (Past 10 Years)Other Regulator Violation Finding
State Registrations
ARAZCACOFLIAIDILLAMIMNMTNCNENVNYORSCTNTXWA
Affiliates
Affiliates
Reported 1 business affiliate.
Claimed Affiliates
Reported as an affiliate by 2 other businesses.