F.F. Advisors, LLC

RIASEC Registered
Total AUM
$98M
Discretionary
$98M
100% of AUM
Avg account
$852K
Accounts
115
Employees
1
Advisory reps
1

Firm details

Headquarters
,
CRD number
131075
Custodians
FIDELITY DISTRIBUTORS COMPANY LLC
Fee structure
Percentage of AUM, Hourly Charges
Client types
  • HNWI91.84%
  • Individuals8.16%
Services
Portfolio Management for IndividualsPension Consulting

Firm profile

FINTRX

Overview

F.F. Advisors, LLC is an individually owned limited liability advisory firm that focuses on serving individual and family clients. The firm combines advisory services—portfolio management for individuals and small businesses and pension consulting—with business lines as an insurance broker and accountant. Fees are charged as a percentage of assets under management and on an hourly basis. The adviser does not identify as an active ESG investor and is not listed as a multi-state adviser.

Assets & Accounts

Public Holdings

Investments & Alternatives

Investment profile

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Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

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CRM & tech providers

TAMPs used

Clients

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Client base

Client personas

Asset composition

Asset composition: Exchange Traded Equities 50%, Public Funds/Mutual Funds 27%, Cash & Cash Equivalents 15%, Investment Grade Corp Bonds 5%, US Government Bonds 3%50%
  • Exchange Traded Equities50%
  • Public Funds/Mutual Funds27%
  • Cash & Cash Equivalents15%
  • Investment Grade Corp Bonds5%
  • US Government Bonds3%

Contacts

1 of 1
  • Steven Fanger

    Managing MemberCRD 2969189

Wealth teams

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Newly hired reps

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Recent M&A activity

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Recent filings

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Awards

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Location

Primary office

, null

Location

, null

Headquartered in , null.

Office locations

Similar firms

Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth