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⚲
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| FSA Advisors Inc
✚
|
|
|---|---|
| CRD # | 286251 |
| SEC # | 801-120474 |
| CIK # | 0001905627 |
| AUM | $292.1 MM (2024-07-11) |
| Employees | 22 (100% Investors, 59% Brokers) |
| Phone | 800-977-9292 |
| Address | 50 W Big Beaver Rd Suite 500 Troy, MI 48084 |
| Source | [IAPD] [EDGAR] [Website] |
| Total AUM ($MM) |
|---|
| Sector | Form 13F Holdings | Cap ($MM) | Value ($MM) |
|---|---|---|---|
| MSFT | 1,918,222.4 | 3.4 | |
| AAPL | 2,382,844.0 | 1.5 | |
| DTE | 24,262.0 | 1.1 | |
| LLY | 301,789.7 | 0.9 | |
| Holdings by Sector ($MM) |
|---|
| AUM Breakdown | Accounts | AUM ($MM) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 1,424 | 266.4 |
| (b) Individuals (high net worth individuals) | 17 | 25.7 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 0 | 0.0 |
| (h) Charitable organizations | 0 | 0.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 1,441 | 292.1 |
| By Discretionary | ||
| Discretionary | 1,426 | 288.6 |
| Non-Discretionary | 15 | 3.6 |
| Total | 1,441 | 292.1 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 292.1 | |
| Total | 1,441 | 292.1 |
| EDGAR Form | CIK | 2011 - 2024 |
|---|---|---|
| 13F-HR | [0001905627] |
| Comparable Firms | State | AUM ($BB) |
|---|---|---|
|
Richard W Paul & Associates LLC
✚
|
MI | 0.3 |
|
Wealthharbor Capital Group LLC
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|
LA | 0.3 |
|
Causey Wealth LLC
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|
CO | 0.3 |
|
Note Advisors LLC
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|
NY | 0.3 |
|
Wayfinding Financial LLC
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|
WA | 0.3 |
|
Spectrum Financial Inc
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VA | 0.3 |
|
Crescent Hill Partners LLC
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|
NY | 0.3 |
|
Wealth Management Consultants Colorado LLC
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|
TX | 0.3 |
|
Cadence Wealth Management LLC
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|
MA | 0.3 |
|
Stonebridge Capital Management Inc
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|
CA | 0.3 |