Investment adviser · CRD 294415
FUSION.FINANCIAL
Investment adviser filing (IA)
FUSION FINANCIAL ADVISORS LLC
SAN RAMON, CA, United States · Form ADV filed Dec 27, 2018
- Employees
- 4 Reported in this filing
- Advisory professionals
- 0 Investment advisory functions
Not available in this filing: Regulatory AUM, Client accounts.
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 |
|---|---|---|---|
| Individuals | Fewer than 5 | $0 | Not reported |
| High-net-worth individuals | Fewer than 5 | $0 | Not reported |
Filing source
Form ADV 1260020 · Dec 27, 2018 · 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: Dec 27, 2018. View historical filings
Reported services
Individual portfolio management · Publication of newsletters · Educational seminars
Compensation
Percentage of assets · Subscription · Fixed
Principal office
2010 CROW CANYON PLACE, SUITE 100SAN RAMON, CA, 94583, United States
CRD 294415
Filing source
Form ADV 1260020 · Dec 27, 2018 · 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.