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| Fusion Family Wealth LLC
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| |
|---|---|
| CRD # | 168254 |
| SEC # | 801-78339 |
| CIK # | 0001696209 |
| AUM | $1.0 BB (2024-03-04) |
| Employees | 9 (56% Investors, 0% Brokers) |
| Phone | 516-206-1320 |
| Address | 88 Froehlich Farm Boulevard Woodbury, NY 11797 |
| Source | [IAPD] [EDGAR] [Website] [LinkedIn] |
| Total AUM ($MM) |
|---|
| Sector | Form 13F Holdings | Cap ($MM) | Value ($MM) |
|---|---|---|---|
| AAPL | 2,382,844.0 | 0.8 | |
| GOOGL | 1,475,138.5 | 0.4 | |
| Holdings by Sector ($MM) |
|---|
| AUM Breakdown | Accounts | AUM ($MM) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 140 | 66.1 |
| (b) Individuals (high net worth individuals) | 186 | 911.8 |
| (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 | 8 | 35.3 |
| (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 | 1,243 | 1,013.2 |
| By Discretionary | ||
| Discretionary | 1,230 | 998.8 |
| Non-Discretionary | 13 | 14.4 |
| Total | 1,243 | 1,013.2 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 1,013.2 | |
| Total | 1,243 | 1,013.2 |
| EDGAR Form | CIK | 2011 - 2024 |
|---|---|---|
| 13F-HR | [0001696209] | |
| SC 13G | [0001696209] |
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|---|---|---|
|
Claro Advisors LLC
✚
|
MA | 1.0 |
|
Fourstar Wealth Advisors LLC
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|
IL | 1.0 |
|
Hazlett Burt & Watson Inc
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WV | 1.0 |
|
Syntegra Private Wealth Group LLC
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|
MO | 1.0 |
|
Cumberland Investment Counsel Inc
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|
1.0 | |
|
Forge Financial Services LLC
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|
OK | 1.0 |
|
Strategic Benefit Consultants Inc
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IN | 1.0 |
|
Tanager Wealth Management LLP
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|
1.0 | |
|
L & S Advisors Inc
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CA | 1.0 |
|
Monterey Private Wealth Inc
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CA | 1.0 |