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 operates as a limited liability company focused on providing financial advisory services primarily to individuals and families. The firm engages in portfolio management for small businesses and individuals, as well as offering pension consulting services. With a business model that includes both insurance brokerage and accounting, F.F. Advisors emphasizes a fee structure based on a percentage of assets under management, along with hourly charges for specific services. The firm does not classify itself as an active ESG investor and does not operate as a multi-state adviser.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices

Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

FINTRX

CRM & tech providers

TAMPs used

Clients

FINTRX

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

FINTRX

Newly hired reps

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Recent M&A activity

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Recent filings

FINTRX

Awards

FINTRX

Location

Primary office

, null

Location

, null

Headquartered in , null.

Office locations

Similar firms

Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth