Investment adviser · CRD 104610
FAI WEALTH MANAGEMENT
Investment adviser filing (IA)
FINANCIAL ADVANTAGE INC
COLUMBIA, MD, United States · Form ADV filed Mar 22, 2023
- Regulatory AUM
- $283M Form ADV · Item 5.F
- Client accounts
- 672 Accounts, not individual clients
- Employees
- 8 Reported in this filing
- Advisory professionals
- 3 Investment advisory functions
Who they report serving
Form ADV · Item 5.DClient types and their share of reported regulatory assets.
| Client type | Clients | Regulatory assets | Share of AUM |
|---|---|---|---|
| High-net-worth individuals | 110 | $234,104,387 | 82.9% |
| Individuals | 79 | $48,422,195 | 17.1% |
Filing source
Form ADV 1711778 · Mar 22, 2023 · Item 5.D
Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.
Private funds & service providers
0 Private fundsThe count excludes feeder funds. Funds in the latest filing appear first, ordered by reported gross assets. Earlier funds retain their last reported values.
This filing answers No to private funds.
Services & filing details
Most recent filing: Mar 22, 2023. View historical filings
Reported services
Financial planning · Individual portfolio management · Pension consulting
Compensation
Percentage of assets · Hourly · Fixed
Principal office
10211 WINCOPIN CIRCLE, SUITE 220COLUMBIA, MD, 21044-3308, United States
CRD 104610
Filing source
Form ADV 1711778 · Mar 22, 2023 · Items 1 & 5
Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.