FBD Asset Mgmt

Overview

FBD Asset Mgmt is an independent, individual-owned LLC that provides fee-based portfolio management primarily for individuals, families and small businesses, with some institutional clients. The firm is registered with the SEC; its registration began in 2020. Compensation is charged as a percentage of assets under management. The adviser identifies itself as a related adviser to another advisory entity and does not position itself as a capital allocator or pension consultant. FBD does not report active ESG investing as part of its process.

Assets & Accounts

Public Holdings

Investments & Alternatives