Family Office Advisors LLC

RIASEC Registered
Total AUM
Avg account
$0
Accounts
0
Employees
2
Advisory reps
2

Firm details

Headquarters
New York, New York
CRD number
125939
Fee structure
Fixed Fees, Other
Services
Financial PlanningSelection of Other Advisers

Firm profile

FINTRX

Overview

Family Office Advisors LLC is a small, owner‑run advisory firm organized as a limited liability company that positions itself as a capital allocator and advisor to high‑net‑worth or family office clients. The firm’s advisory mandate centers on financial planning and the selection of other advisers rather than running a broad in‑house investment platform. Its fee model emphasizes fixed fees (with other, unspecified fee arrangements possible), consistent with a consulting or retained advisory approach. The firm does not identify as an active ESG investor, is not registered as a multi‑state adviser and is linked through industry affiliations to another investment adviser and a law firm, which suggests it provides integrated planning and adviser‑selection services rather than acting primarily as a discretionary asset manager. SEC registration year is not reported. Classification of the business is unclassified in public records, which aligns with a boutique practice that focuses on adviser selection, planning engagements and bespoke capital allocation projects rather than scale asset management.

Assets & Accounts

Investments & Alternatives

Location & Offices

Investment profile

FINTRX

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

Contacts

2 of 2
  • Andrew Stone

    MemberCRD 1090844

  • Charles Comer

    Charles Comer

    ConsultantCRD 1163608

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

New York, NY

New York

Location

New York, NY

Headquartered in New York, NY, anchoring the New York-Newark, NY-NJ-CT-PA metro in the Northeast.

Metro area
New York-Newark, NY-NJ-CT-PA
Region
Northeast
County
New York
Address
35 W 31st St
Time zone
ET (UTC-5)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth