Investment adviser · CRD 142170
FINANCIAL ADVISERS OF AMERICA, LLC
Investment adviser filing (IA)
CARLSBAD, CA, United States · Form ADV filed May 13, 2013
- Regulatory AUM
- $164M Form ADV · Item 5.F
- Client accounts
- 681 Accounts, not individual clients
- Employees
- 50 Reported in this filing
- Advisory professionals
- 50 Investment advisory functions
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: May 13, 2013. View historical filings
Reported services
Financial planning · Individual portfolio management · Selection of other advisers
Compensation
Percentage of assets · Hourly · Fixed · Commissions
Principal office
1930 PALOMAR POINT WAY, SUITE 104CARLSBAD, CA, 92008, United States
CRD 142170
Filing source
Form ADV 737180 · May 13, 2013 · 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.