|
⚲
|
| FSAM LLC
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|
|
|---|---|
| CRD # | 287851 |
| SEC # | 801-122054 |
| CIK # | |
| AUM | $112.9 M (2025-04-01) |
| Employees | 13 (62% Investors, 100% Brokers) |
| Phone | 770-777-9373 |
| Address | 1720 Windward Concourse Alpharetta, GA 30005 |
| Source | [IAPD] [Website] |
| Total AUM ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 109 | 17.4 |
| (b) Individuals (high net worth individuals) | 8 | 9.7 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 19 | 11.4 |
| (h) Charitable organizations | 1 | 1.2 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 4 | 14.9 |
| (m) Corporations or other businesses not listed above | 24 | 58.4 |
| (n) Other | 0 | 0.0 |
| Total | 165 | 112.9 |
| By Discretionary | ||
| Discretionary | 133 | 88.7 |
| Non-Discretionary | 32 | 24.2 |
| Total | 165 | 112.9 |
| By Non-United States Persons | ||
| Non-United States Persons | 20.8 | |
| United States Persons | 92.1 | |
| Total | 165 | 112.9 |
| Comparable Firms | State | AUM ($B) |
|---|---|---|
|
BYW Investment Advisors Inc
✚
|
0.1 | |
|
Advantage Investing Inc
✚
|
FL | 0.1 |
|
Brookline Wealth LLC
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|
TX | 0.1 |
|
Perspective Wealth Advisors LLC
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|
CO | 0.1 |
|
Attleboro Wealth Management LLC
✚
|
PA | 0.1 |
|
Green & Deckert LLC
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|
TX | 0.1 |
|
Marcus Capital LLC
✚
|
IL | 0.1 |
|
Davidov Financial Coaching LLC
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|
NY | 0.1 |
|
Merryfield Barnes LLC
✚
|
NY | 0.1 |
|
Palladiem LLC
✚
|
PA | 0.1 |