FSA WEALTH PARTNERS
Firm details
- Headquarters
- ROCKVILLE, Maryland
- CRD number
- 104513
- Registered since
- April 21, 1983
- Website
- fsawealthpartners.com
- Custodians
- CHARLES SCHWAB & CO., INC.
- Fee structure
- Percentage of AUM, Hourly Charges, Fixed Fees
- Client types
- HNWI72.69%
- Individuals23.26%
- Charitable Organizations3.88%
- Corporations / Businesses0.18%
- Services
- Financial PlanningPortfolio Management for IndividualsPortfolio Management for Institutional Clients
Firm profile
FINTRXOverview
FSA Wealth Partners is an independent registered investment adviser that has been SEC-registered since 1983 and is individually owned. The firm serves primarily individual and family clients and bills using a mix of asset-based fees, hourly charges, and fixed fees. Its core advisory services include financial planning and portfolio management for individuals, small businesses, and institutional/business clients. FSA indicates it is an active ESG investor and integrates those considerations into its advisory work. The firm is not structured as a dedicated capital allocator.
Assets & Accounts
Public Holdings
Investments & Alternatives
Location & Offices
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
- Public Funds/Mutual Funds63%
- Exchange Traded Equities34%
- Cash & Cash Equivalents3%
Owners & executives
1 of 1RONALD ROUGH
Chief Investment Officer & PartnerCRD 2083110
Contacts
3 of 8MARY ANN DRUCKER
Assistant Portfolio ManagerCRD 2495181
JAMES JOSEPH
President & PartnerCRD 2943563
KIMBERLY Basenback
Partner, Director Of Financial PlanningCRD 5523788
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 57Active vs passive
$233M in ETFs
78%
$183M
18%
$50.6M
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| SPDR S&P 500 ETF TRUST (SPY) | State Street | Passive | Large Blend | $29.3M | 45,008 | 12.56% |
Location
ROCKVILLE, MD
MONTGOMERY
Location
ROCKVILLE, MD
Headquartered in ROCKVILLE, MD, anchoring the Washington-Baltimore-Arlington, DC-MD-VA-WV-PA metro in the South.
- Metro area
- Washington-Baltimore-Arlington, DC-MD-VA-WV-PA
- Region
- South
- County
- MONTGOMERY
- Address
- 1 Church St
- Time zone
- ET (UTC-5)
- Office locations
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