Overview
Assets Under Management: $198 million
Headquarters: CORAL SPRINGS, FL
High-Net-Worth Clients: 720
Average Client Assets: $0.3 million
Frequently Asked Questions
FUSION ANALYTICS INVESTMENT PARTNERS 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 #139321), FUSION ANALYTICS INVESTMENT PARTNERS LLC is subject to fiduciary duty under federal law.
FUSION ANALYTICS INVESTMENT PARTNERS LLC is headquartered in CORAL SPRINGS, FL.
FUSION ANALYTICS INVESTMENT PARTNERS LLC serves 720 high-net-worth clients according to their SEC filing dated February 01, 2018. View client details ↓
According to their SEC Form ADV, FUSION ANALYTICS INVESTMENT PARTNERS LLC offers financial planning, portfolio management for individuals, and portfolio management for institutional clients. View all service details ↓
FUSION ANALYTICS INVESTMENT PARTNERS LLC manages $198 million in client assets according to their SEC filing dated February 01, 2018.
According to their SEC Form ADV, FUSION ANALYTICS INVESTMENT PARTNERS LLC serves high-net-worth individuals and institutional clients. View client details ↓
Services Offered
Services: Financial Planning, Portfolio Management for Individuals, Portfolio Management for Institutional Clients
Clients
Number of High-Net-Worth Clients: 720
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 99.75%
Average Client Assets: $0.3 million
Total Client Accounts: 720
Discretionary Accounts: 650
Non-Discretionary Accounts: 70
Regulatory Filings
CRD Number: 139321
Filing ID: 1171466
Last Filing Date: 2018-02-01 11:02:00