Fesc Asset Management LLC
Firm details
- Headquarters
- Dallas, Texas
- CRD number
- 316067
- Website
- fescassetmanagement.com
- Custodians
- INTERACTIVE BROKERS LLC
- Fee structure
- Percentage of AUM, Performance Based Fees
- Client types
- Individuals100%
- Services
- Portfolio Management for Individuals
Firm profile
FINTRXOverview
Fesc Asset Management LLC is a small, independent registered investment adviser organized as an LLC and owned by an individual. The firm focuses on portfolio management for individuals and small businesses, serving a client base described as individual and family investors. Its fee model combines a percentage-of-AUM charge with the potential for performance-based fees. Fesc reports it is not an active ESG investor and does not operate as a multi-state adviser.
Assets & Accounts
Investments & Alternatives
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- US Government Bonds94%
- Exchange Traded Equities4%
- Public Funds/Mutual Funds2%
- Cash & Cash Equivalents1%
Owners & executives
1 of 1Gonzalo Fernandez Sordo
Chief Compliance OfficerCRD 7424063
Contacts
2 of 2Santiago Fernandez Sordo
OwnerCRD 7424058
Adrian Fernandez Sordo
ManagerCRD 7424064
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
Dallas, TX
Dallas
Location
Dallas, TX
Headquartered in Dallas, TX, anchoring the Dallas-Fort Worth, TX-OK metro in the South.
- Metro area
- Dallas-Fort Worth, TX-OK
- Region
- South
- County
- Dallas
- Address
- 5301 Alpha Rd
- Time zone
- CT (UTC-6)
- Office locations
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