Overview
Assets Under Management: $283 million
Headquarters: FISHKILL, NY
High-Net-Worth Clients: 5
Average Client Assets: $33 million
Services Offered
Services: Financial Planning, Portfolio Management for Individuals, Portfolio Management for Pooled Investment Vehicles, Educational Seminars
Clients
Number of High-Net-Worth Clients: 5
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 57.76
Average High-Net-Worth Client Assets: $33 million
Total Client Accounts: 2,092
Discretionary Accounts: 2,092
Regulatory Filings
CRD Number: 154382
Filing ID: 2012728
Last Filing Date: 2025-08-28 12:48:00
Website: https://fscwealthadvisors.com