Overview
Assets Under Management: $149 million
Headquarters: ORLANDO, FL
High-Net-Worth Clients: 32
Average Client Assets: $1.7 million
Frequently Asked Questions
FUND ADVISORS OF AMERICA 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 #112567), FUND ADVISORS OF AMERICA INC is subject to fiduciary duty under federal law.
FUND ADVISORS OF AMERICA INC is headquartered in ORLANDO, FL.
FUND ADVISORS OF AMERICA INC serves 32 high-net-worth clients according to their SEC filing dated February 26, 2026. View client details ↓
According to their SEC Form ADV, FUND ADVISORS OF AMERICA INC offers portfolio management for individuals. View all service details ↓
FUND ADVISORS OF AMERICA INC manages $149 million in client assets according to their SEC filing dated February 26, 2026.
According to their SEC Form ADV, FUND ADVISORS OF AMERICA INC serves high-net-worth individuals. View client details ↓
Services Offered
Services: Portfolio Management for Individuals
Clients
Number of High-Net-Worth Clients: 32
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 36.27%
Average Client Assets: $1.7 million
Total Client Accounts: 585
Discretionary Accounts: 585
Regulatory Filings
CRD Number: 112567
Filing ID: 2059091
Last Filing Date: 2026-02-26 10:09:22