FACTOR INVESTMENT SOLUTIONS, LLC

Overview

Factor Investment Solutions, LLC is an individually owned limited liability company that combines insurance brokerage with a capital-allocation role. The firm lists its primary business activity as insurance broker and its advisory activity as selection of other advisers, indicating a focus on sourcing and placing client capital with outside managers rather than running extensive in-house investment programs. It is classified as "Unclassified" in the source file, reports a nonstandard fee structure ("Other"), is not an active ESG investor, and is not designated as a multi-state adviser. The record does not provide a year of SEC registration.

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Location & Offices