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, privately owned registered investment adviser that has been SEC-registered since 1983 and operates as a corporate entity under individual ownership. The firm focuses on serving individual and family clients and bills for advisory work via a mix of asset-based fees, hourly charges, and fixed-fee arrangements. Its advisory services emphasize financial planning and portfolio management for individuals and small businesses, and it also provides portfolio management services for business or institutional clients. The firm identifies as an active ESG investor.
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 1
Ronald Rough
Chief Investment Officer & PartnerCRD 2083110
Contacts
3 of 8
Mary 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 73Active vs passive
$452M in ETFs
84%
$381M
13%
$70.9M
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| SPDR S&P 500 ETF TRUST (SPY) | State Street | Passive | Large Blend | $49.8M | 66,632 | 11.01% |
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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