Overview
Assets Under Management: $253 million
Headquarters: SALINE, MI
High-Net-Worth Clients: 242
Average Client Assets: $893,553
Frequently Asked Questions
FORESIGHT CAPITAL MANAGEMENT ADVISORS, INC. 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 #147014), FORESIGHT CAPITAL MANAGEMENT ADVISORS, INC. is subject to fiduciary duty under federal law.
FORESIGHT CAPITAL MANAGEMENT ADVISORS, INC. is headquartered in SALINE, MI.
FORESIGHT CAPITAL MANAGEMENT ADVISORS, INC. serves 242 high-net-worth clients according to their SEC filing dated March 19, 2024. View client details ↓
According to their SEC Form ADV, FORESIGHT CAPITAL MANAGEMENT ADVISORS, INC. offers financial planning, portfolio management for individuals, portfolio management for institutional clients, pension consulting services, selection of other advisors, and educational seminars and workshops. View all service details ↓
FORESIGHT CAPITAL MANAGEMENT ADVISORS, INC. manages $253 million in client assets according to their SEC filing dated March 19, 2024.
According to their SEC Form ADV, FORESIGHT CAPITAL MANAGEMENT ADVISORS, INC. serves high-net-worth individuals, institutional clients, and pension and profit-sharing plans. View client details ↓
Services Offered
Services: Financial Planning, Portfolio Management for Individuals, Portfolio Management for Institutional Clients, Pension Consulting, Investment Advisor Selection, Educational Seminars
Clients
Number of High-Net-Worth Clients: 242
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 69.74
Average High-Net-Worth Client Assets: $893,553
Total Client Accounts: 915
Discretionary Accounts: 911
Non-Discretionary Accounts: 4
Regulatory Filings
CRD Number: 147014
Last Filing Date: 2024-03-19 00:00:00
Website: https://fcmadvisors.net