Overview
Assets Under Management: $204 million
Headquarters: HANOVER, PA
High-Net-Worth Clients: 71
Average Client Assets: $2 million
Frequently Asked Questions
FINANCIAL ADVISORY SERVICES, 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 #122053), FINANCIAL ADVISORY SERVICES, LLC is subject to fiduciary duty under federal law.
FINANCIAL ADVISORY SERVICES, LLC is headquartered in HANOVER, PA.
FINANCIAL ADVISORY SERVICES, LLC serves 71 high-net-worth clients according to their SEC filing dated March 18, 2024. View client details ↓
According to their SEC Form ADV, FINANCIAL ADVISORY SERVICES, LLC offers financial planning and portfolio management for individuals. View all service details ↓
FINANCIAL ADVISORY SERVICES, LLC manages $204 million in client assets according to their SEC filing dated March 18, 2024.
According to their SEC Form ADV, FINANCIAL ADVISORY SERVICES, LLC serves high-net-worth individuals. View client details ↓
Services Offered
Services: Financial Planning, Portfolio Management for Individuals
Clients
Number of High-Net-Worth Clients: 71
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 59.16
Average High-Net-Worth Client Assets: $2 million
Total Client Accounts: 779
Discretionary Accounts: 779
Regulatory Filings
CRD Number: 122053
Last Filing Date: 2024-03-18 00:00:00
Website: https://hustonfox.com