Fund Advisors Of America Inc

RIASEC RegisteredEst. 2000
Total AUM
$149M
Discretionary
$149M
100% of AUM
Avg account
$255K
Accounts
585
Employees
3
Advisory reps
3

Firm details

Headquarters
Orlando, Florida
CRD number
112567
Registered since
March 7, 2000
Website
www.fundadvisorsofamerica.com
Custodians
CHARLES SCHWAB & CO., INC.
Fee structure
Percentage of AUM
Client types
  • Individuals63.73%
  • HNWI36.27%
Services
Portfolio Management for Individuals

Firm profile

FINTRX

Overview

Fund Advisors Of America Inc is an independent, SEC-registered registered investment adviser (since 2000) that serves individual and family clients. The firm is privately owned by an individual and bills on a percentage-of-AUM fee model. Its stated advisory activity centers on portfolio management for individuals and small businesses. Regulatory filings indicate it is not positioned as a multi-state or newly formed adviser, does not act as a pension consultant or related adviser, and does not identify as an active ESG investor.

Assets & Accounts

Public Holdings

Investments & Alternatives

Read the full firm profile in FINTRX →

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 70%, Public Funds/Mutual Funds 18%, Cash & Cash Equivalents 10%, Sovereign Bonds 2%70%
  • Exchange Traded Equities70%
  • Public Funds/Mutual Funds18%
  • Cash & Cash Equivalents10%
  • Sovereign Bonds2%

Contacts

3 of 3
  • Gregory Galloway

    Gregory Galloway

    Managing DirectorCRD 1834265

  • Richard Pfeifer

    Richard Pfeifer

    Senior Portfolio ManagerCRD 1655327

  • Thomas Schwalbe

    Thomas Schwalbe

    Senior Portfolio ManagerCRD 7318810

Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

ETF holdings

1 of 27

Active vs passive

$19.9M in ETFs

Passive

87%

$17.2M

Active

12%

$2.7M

ETFProviderStyleCategoryValueShares% of portfolio
VIRTUS INFRACAP US PREFERRED STOCK ETF (PFFA)InfraCapActivePreferred Stock$2M96,2979.95%
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Location

Primary office

Orlando, FL

Orange

Location

Orlando, FL

Headquartered in Orlando, FL, anchoring the Orlando-Lakeland-Deltona, FL metro in the South.

Metro area
Orlando-Lakeland-Deltona, FL
Region
South
County
Orange
Address
1800 Pembrook Dr
Time zone
ET (UTC-5)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth