Overview
Assets Under Management: $573 million
Headquarters: TROY, MI
High-Net-Worth Clients: 38
Average Client Assets: $1.6 million
Frequently Asked Questions
FINANCIAL SERVICES OF AMERICA ADVISORS 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 #286251), FINANCIAL SERVICES OF AMERICA ADVISORS is subject to fiduciary duty under federal law.
FINANCIAL SERVICES OF AMERICA ADVISORS is headquartered in TROY, MI.
FINANCIAL SERVICES OF AMERICA ADVISORS serves 38 high-net-worth clients according to their SEC filing dated March 08, 2026. View client details ↓
According to their SEC Form ADV, FINANCIAL SERVICES OF AMERICA ADVISORS offers financial planning, portfolio management for individuals, and selection of other advisors. View all service details ↓
FINANCIAL SERVICES OF AMERICA ADVISORS manages $573 million in client assets according to their SEC filing dated March 08, 2026.
According to their SEC Form ADV, FINANCIAL SERVICES OF AMERICA ADVISORS serves high-net-worth individuals. View client details ↓
Services Offered
Services: Financial Planning, Portfolio Management for Individuals, Investment Advisor Selection
Clients
Number of High-Net-Worth Clients: 38
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 10.51%
Average Client Assets: $1.6 million
Total Client Accounts: 4,406
Discretionary Accounts: 4,388
Non-Discretionary Accounts: 18
Regulatory Filings
CRD Number: 286251
Filing ID: 2067704
Last Filing Date: 2026-03-08 16:06:03