Fund Advisors Of America Inc (Orlando)

Name: Fund Advisors Of America Inc
Address: 1800 Pembrook Drive, Orlando, FL, 32810
Telephone: 407-667-4729

Fund Advisors Of America Inc is a multi-state adviser based in Orlando. It manages $67.06 million of regulatory assets for 504 client accounts. It has been registered with the SEC as an adviser since 2001 and has operated in the jurisdictions of Alabama, Arizona, California, and 17 other states.

Fund Advisors Of America provides portfolio management for individuals and small businesses. It doesn't provide financial planning services to its clients. On top of advisory services, the firm doesn't engage in other business activities.

Fund Advisors Of America: assets under management

The assets under management (AUM) of Fund Advisors Of America Inc is $67.06 million, all of which is managed in discretionary accounts. The firm's AUM has grown by 106% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.

The firm manages $67.06 million in discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $133.06 thousand each.

Investments

The firm invests in exchange traded securities the most. They account for 69% of the total AUM. The second-largest asset type is investment and business development companies, which make up 20% of the firm’s portfolio. Investments in cash and cash equivalents form 7% of the total invested assets.

Fees & Commissions

The advisory firm has a single stream of revenue. Clients pay Fund Advisors Of America Inc for their services and products based on a percentage of assets under management. Compensation based on assets under management promotes a long-term relationship between a client and the adviser and helps align mutual interests. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.

What kind of clients Fund Advisors Of America serves?

The firm provides services to individuals and high net worth individuals. The largest group of clients of Fund Advisors Of America is individuals with 240 clients and $43.48 million of assets under management. Among the 0 most similar advisory firms, Fund Advisors Of America has the 0th lowest percentage of individuals out of all clients.

The amount of regulatory assets under management is $67.06 million for 250 clients that can include trusts, estates, and 401(k) plans and IRAs of individuals and their family members. None of the firm’s clients are foreign persons or businesses.

Fund Advisors Of America doesn't advise any private funds.

Careers at Fund Advisors Of America Inc

The company employs 2 people that are either part- or full-time employees. 100 percent of the employees work as investment advisers or researchers. 2 employees are registered as investment adviser representatives with the state securities authorities.

There isn’t anyone with the role of looking for and bringing in new clients on behalf of the firm. The firm doesn’t compensate employees in addition to the salary for bringing in new clients. Employees don’t receive compensation from other entities for client referrals.

Direct owners and executive officers

Name	Entity	Date acquired	Ownership	Employer ID
Gregory Buchanan Galloway	President, chief compliance officer & director	1 Jan 1993	75% - 100%	1834265

Based in Orlando

The principal office where Fund Advisors Of America Inc performs its advisory services is located at 1800 Pembrook Drive, Orlando, FL 32810, which is also the mailing address of the firm. It doesn’t run an office outside of the United States.

You can reach the main office by calling the phone number 407-667-4729 or by fax 407-667-4728. The normal business hours are 9:00 am - 5:00 pm on Monday - Friday. You can find more information about the New York firm at fundadvisorsofamerica.com.