Overview

Assets Under Management: $71 million
Headquarters: SAN FRANCISCO, CA

Frequently Asked Questions

FIGURE INVESTMENT ADVISORS, LLC 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 #158307), FIGURE INVESTMENT ADVISORS, LLC is subject to fiduciary duty under federal law.

FIGURE INVESTMENT ADVISORS, LLC is headquartered in SAN FRANCISCO, CA.

According to their SEC Form ADV, FIGURE INVESTMENT ADVISORS, LLC offers portfolio management for businesses and portfolio management for pooled investment vehicles. View all service details ↓

FIGURE INVESTMENT ADVISORS, LLC manages $71 million in client assets according to their SEC filing dated March 29, 2024.

According to their SEC Form ADV, FIGURE INVESTMENT ADVISORS, LLC serves businesses and pooled investment vehicles. View client details ↓

Services Offered

Services: Portfolio Management for Companies, Portfolio Management for Pooled Investment Vehicles

Clients


Total Client Accounts: 1
Discretionary Accounts: 1

Regulatory Filings

CRD Number: 158307
Filing ID: 1827381
Last Filing Date: 2024-03-29 15:57:00