FB Advisory Services, LLC
Firm details
- Headquarters
- ,
- CRD number
- 144203
- Fee structure
- Percentage of AUM, Fixed Fees
- Client types
- Individuals100%
- Services
- Portfolio Management for Individuals
Firm profile
FINTRXOverview
FB Advisory Services, LLC is a small, individually owned limited liability company that provides portfolio management for individual and family clients as well as small businesses. The firm charges either a percentage of assets under management or fixed fees for its services and reports managing exclusively discretionary relationships. It does not identify as an active ESG investor, is not structured as a capital allocator, and is not registered as a multi-state adviser. The firm lists an affiliation with an insurance company, which may reflect distribution or service relationships rather than institutional asset management.
Assets & Accounts
Investments & Alternatives
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Investment Grade Corp Bonds68%
- Non-Exchange Traded Equities15%
- Cash & Cash Equivalents13%
- Exchange Traded Equities4%
Contacts
2 of 2David Martin
ManagerCRD 2442344
David Allen
PartnerCRD 2960813
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
, null
Location
, null
Headquartered in , null.
- Office locations