Investment adviser · CRD 37813
FSIC
Investment adviser filing (IA)
FINANCIAL SERVICES INTERNATIONAL CORP.
BOCA RATON, FL, United States · Form ADV filed Oct 21, 2020
- Regulatory AUM
- $204M Form ADV · Item 5.F
- Client accounts
- 1,011 Accounts, not individual clients
- Employees
- 35 Reported in this filing
- Advisory professionals
- 22 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 |
|---|---|---|---|
| Other clients | 1,011 | $204,345,205 | 100.0% |
Filing source
Form ADV 1462989 · Oct 21, 2020 · 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: Oct 21, 2020. View historical filings
Reported services
Financial planning · Individual portfolio management · Business portfolio management · Pension consulting · Selection of other advisers
Compensation
Percentage of assets · Hourly · Fixed
Principal office
5000 T-REX AVE, SUITE 300BOCA RATON, FL, 33431, United States
CRD 37813
Filing source
Form ADV 1462989 · Oct 21, 2020 · 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.