FSA ADVISORS, INC.
Firm details
- Headquarters
- TROY, Michigan
- CRD number
- 286251
- Registered since
- March 8, 2021
- Website
- www.fsa1.com
- Custodians
- CHARLES SCHWAB & CO., INC., FIDELITY DISTRIBUTORS COMPANY LLC
- Fee structure
- Percentage of AUM, Hourly Charges, Fixed Fees, Other
- Client types
- Individuals89.49%
- HNWI10.51%
- Services
- Financial PlanningPortfolio Management for IndividualsSelection of Other Advisers
Firm profile
FINTRXOverview
FSA Advisors, Inc. is an independent registered investment adviser that positions itself as a capital allocator for individual and family clients. The firm provides financial planning, discretionary portfolio management for individuals and small businesses, and the selection of third-party advisers. Its fee arrangements include assets-under-management fees, hourly and fixed fees, and other fee structures. FSA Advisors is not an active ESG investor and is not registered as a multi-state adviser; it became SEC-registered in 2021. The firm lists affiliations with accounting and insurance industry partners.
Assets & Accounts
Public Holdings
Investments & Alternatives
Location & Offices
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
- Public Funds/Mutual Funds57%
- Exchange Traded Equities35%
- Other5%
- Cash & Cash Equivalents3%
Owners & executives
1 of 1NICHOLAS SHAHEEN
Chief Compliance OfficerCRD 5675773
Contacts
3 of 32Evan Pribble
Financial AdvisorCRD 7947281
JAY PAWLOWSKI
Financial AdvisorCRD 6324046
Mark Kersten
Financial AdvisorCRD 2584772
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 152Active vs passive
$120M in ETFs
14%
$17.1M
66%
$103M
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| NEOS ENHANCED INCOME 1-3 MONTH T-BILL ETF (CSHI) | NEOS | Active | Ultrashort Bond | $5.3M | 106,020 | 4.38% |
Location
TROY, MI
OAKLAND
Location
TROY, MI
Headquartered in TROY, MI, anchoring the Detroit-Warren-Ann Arbor, MI metro in the Midwest.
- Metro area
- Detroit-Warren-Ann Arbor, MI
- Region
- Midwest
- County
- OAKLAND
- Address
- 50 W Big Beaver Rd
- Time zone
- ET (UTC-5)
- Office locations
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