Investment adviser · CRD 173669

THE FINEST SERVICE ORGANIZATION

Investment adviser filing (IA)

FSO2 LLC

NEW YORK, NY, United States · Form ADV filed Jul 21, 2015

Regulatory AUM
$26.5M
Form ADV · Item 5.F
Client accounts
150
Accounts, not individual clients
Employees
5
Reported in this filing
Advisory professionals
5
Investment advisory functions

Private funds & service providers

0 Private funds

The 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: Jul 21, 2015. View historical filings

Reported services

Financial planning · Individual portfolio management · Selection of other advisers · Educational seminars

Compensation

Percentage of assets · Hourly

Principal office

59 MAIDEN LANE, 43RD FLOOR
NEW YORK, NY, 10038, United States

CRD 173669

Filing source

Form ADV 936360 · Jul 21, 2015 · 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.