Overview
Assets Under Management: $283 million
Headquarters: COLUMBIA, MD
High-Net-Worth Clients: 110
Average Client Assets: $2.1 million
Frequently Asked Questions
FAI WEALTH MANAGEMENT is a fee-based investment advisor. Detailed fee schedules are available in their SEC Form ADV filing.
Yes. As an SEC-registered investment advisor (CRD #104610), FAI WEALTH MANAGEMENT is subject to fiduciary duty under federal law.
FAI WEALTH MANAGEMENT is headquartered in COLUMBIA, MD.
FAI WEALTH MANAGEMENT serves 110 high-net-worth clients according to their SEC filing dated March 22, 2023. View client details ↓
According to their SEC Form ADV, FAI WEALTH MANAGEMENT offers financial planning, portfolio management for individuals, and pension consulting services. View all service details ↓
FAI WEALTH MANAGEMENT manages $283 million in client assets according to their SEC filing dated March 22, 2023.
According to their SEC Form ADV, FAI WEALTH MANAGEMENT serves high-net-worth individuals and pension and profit-sharing plans. View client details ↓
Services Offered
Services: Financial Planning, Portfolio Management for Individuals, Pension Consulting
Clients
Number of High-Net-Worth Clients: 110
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 82.86%
Average Client Assets: $2.1 million
Total Client Accounts: 672
Discretionary Accounts: 672
Regulatory Filings
CRD Number: 104610
Filing ID: 1711778
Last Filing Date: 2023-03-22 17:45:00