Financial Corporation Of America, Inc. is a large advisory firm based in Potomac. It manages $58.82 million of regulatory assets for 122 client accounts. It has been registered with the SEC as an adviser since 2002 and has operated in the jurisdictions of Connecticut, Florida, Maryland, and New York.
Financial Corporation Of America provides financial planning services, portfolio management for individuals and small businesses, and portfolio management for pooled investment vehicles. It prepares financial plans for more than 50 clients. On top of advisory services, the firm doesn't engage in other business activities.
The assets under management (AUM) of Financial Corporation Of America, Inc. is $58.82 million, all of which is managed in discretionary accounts. The firm's AUM has grown by 7% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.
The advisory firm has several streams of revenue. Clients pay Financial Corporation Of America, Inc. for their services and products based on a percentage of assets under management, hourly charges, fixed fees, and commissions. 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.
The principal office where Financial Corporation Of America, Inc. performs its advisory services is located at 10220 River Road, Potomac, MD 20854, 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 301-983-8898 or by fax 301-983-8853. The normal business hours are by appointment only on Other.