Overview
Assets Under Management: $341 million
Headquarters: MAITLAND, FL
High-Net-Worth Clients: 52
Average Client Assets: $2 million
Services Offered
Services: Financial Planning, Portfolio Management for Individuals, Portfolio Management for Institutional Clients, Investment Advisor Selection, Educational Seminars
Clients
Number of High-Net-Worth Clients: 52
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 27.38
Average High-Net-Worth Client Assets: $2 million
Total Client Accounts: 2,604
Discretionary Accounts: 2,596
Non-Discretionary Accounts: 8
Regulatory Filings
CRD Number: 160108
Filing ID: 1971067
Last Filing Date: 2025-03-28 07:11:00
Website: https://ffs1.com