Fsam LLC
Firm details
- Headquarters
- Alpharetta, Georgia
- CRD number
- 287851
- Registered since
- August 12, 2021
- Custodians
- PERSHING LLC
- Fee structure
- Percentage of AUM
- Client types
- Corporations / Businesses69.88%
- Individuals22.36%
- HNWI7.76%
- Services
- Portfolio Management for Individuals
Firm profile
FINTRXOverview
Fsam LLC is a limited liability company that provides discretionary portfolio management primarily for individuals, families and small-business clients, and also serves certain institutional clients. The firm is registered with the SEC (registered in 2021). Its business activities include acting as a registered representative of a broker-dealer and operating as an insurance broker; the ADV also lists affiliations that include broker-dealer relationships, other investment adviser connections, an insurance company, and roles as sponsor, general partner or managing member of pooled investment vehicles. Fsam charges fees calculated as a percentage of assets under management and is identified as a related adviser in its filings. The firm does not position itself as an ESG investor and is not a multi-state adviser.
Assets & Accounts
Public Holdings
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
- Exchange Traded Equities96%
- Non-Exchange Traded Equities4%
Owners & executives
FINTRXContacts
FINTRXWealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
Alpharetta, GA
Fulton
Location
Alpharetta, GA
Headquartered in Alpharetta, GA, anchoring the Atlanta--Athens-Clarke County--Sandy Springs, GA-AL metro in the South.
- Metro area
- Atlanta--Athens-Clarke County--Sandy Springs, GA-AL
- Region
- South
- County
- Fulton
- Address
- 1720 Windward Concourse
- Time zone
- ET (UTC-5)
- Office locations
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