FUND ADVISORS OF AMERICA INC
Firm details
- Headquarters
- ORLANDO, Florida
- CRD number
- 112567
- Registered since
- March 7, 2000
- Custodians
- CHARLES SCHWAB & CO., INC.
- Fee structure
- Percentage of AUM
- Client types
- Individuals63.73%
- HNWI36.27%
- Services
- Portfolio Management for Individuals
Firm profile
FINTRXOverview
Fund Advisors Of America Inc is a small, SEC-registered corporate adviser that focuses on fee-based portfolio management for individuals, families and small businesses. The firm has been registered since 2000 and is owned privately. Its client base is concentrated on individual and family relationships rather than institutional mandates. Compensation is primarily a percentage-of-assets-under-management fee, and the adviser does not describe itself as an active ESG investor, pension consultant, or 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 Equities70%
- Public Funds/Mutual Funds18%
- Cash & Cash Equivalents10%
- Sovereign Bonds2%
Contacts
3 of 3GREGORY GALLOWAY
Managing DirectorCRD 1834265
RICHARD PFEIFER
Senior Portfolio ManagerCRD 1655327
Thomas Schwalbe
Senior Portfolio ManagerCRD 7318810
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 28Active vs passive
$19.1M in ETFs
86%
$16.5M
13%
$2.7M
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| VIRTUS INFRACAP US PREFERRED STOCK ETF (PFFA) | InfraCap | Active | Preferred Stock | $2.1M | 102,320 | 10.89% |
Location
ORLANDO, FL
ORANGE
Location
ORLANDO, FL
Headquartered in ORLANDO, FL, anchoring the Orlando-Lakeland-Deltona, FL metro in the South.
- Metro area
- Orlando-Lakeland-Deltona, FL
- Region
- South
- County
- ORANGE
- Address
- 1800 Pembrook Dr
- Time zone
- ET (UTC-5)
- Office locations
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