FSP Advisors, Inc.

RIASEC Registered
Total AUM
$43.6M
Discretionary
$20.1M
46% of AUM
Avg account
$183K
Accounts
239
Employees
5
Advisory reps
4

Firm details

Headquarters
Rochester, New York
CRD number
158482
Fee structure
Percentage of AUM, Hourly Charges
Client types
  • Individuals100%
Services
Portfolio Management for IndividualsPension ConsultingSelection of Other AdvisersEducational Seminars / Workshops

Firm profile

FINTRX

Overview

FSP Advisors, Inc. is a small corporate RIA that serves individual and family clients and acts as a capital allocator for client portfolios. The firm charges fees both as a percentage of assets under management and via hourly billing. It operates in multiple roles beyond advisory work — the firm is a registered representative of a broker-dealer and also functions as an insurance broker. The firm's advisory services documented on its filing include portfolio management for individuals and small businesses, selection of other advisers, pension consulting services, and running educational seminars or workshops. Filings indicate limited geographic reach (not a multi-state adviser) and that the firm does not position itself as an active ESG investor.

Assets & Accounts

Public Holdings

Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

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CRM & tech providers

TAMPs used

Clients

FINTRX

Client base

Client personas

Asset composition

Asset composition: Exchange Traded Equities 100%100%
  • Exchange Traded Equities100%

Contacts

3 of 4
  • Ryan Bierley

    Ryan Bierley

    Investment AdviserCRD 5533189

  • Alan Besterman

    Alan Besterman

    PresidentCRD 1036570

  • Julian Ruiz

    Julian Ruiz

    Wealth SpecialistCRD 1387837

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Wealth teams

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Newly hired reps

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Recent M&A activity

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Recent filings

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Awards

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Location

Primary office

Rochester, NY

Monroe

Location

Rochester, NY

Headquartered in Rochester, NY, anchoring the Rochester-Batavia-Seneca Falls, NY metro in the Northeast.

Metro area
Rochester-Batavia-Seneca Falls, NY
Region
Northeast
County
Monroe
Address
900 Jefferson Rd
Time zone
ET (UTC-5)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth