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- Custodian
- Fidelity/NFS · Jackson National Life · SEI
- Clients
- Retail and Institutional
- Platforms
- Pioneer pathwaySummit horizon +more
- Established Date
- 01-27-2010
- Office Locations
- 1
Office Locations
About FAI Advisors, Inc.
FAI Advisors, Inc. is a Farmington Hills-based RIA. The firm has been operating for 16 years. Managing $302.0M in total assets under management, with 5 advisory representatives. They custody assets with Fidelity/NFS and Jackson National Life. Services offered include Asset Management, Business Succession, Estate Planning.
Team overview
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Asset Classes
Client Personas
Custodian
Investment Themes
Investment Vehicles
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Owner & Executives
CHRISTOPHER GEORGE COUSINS
Chief Compliance Officer, President
- CRD
- #2229246
- Ownership
- 50% but less than 75%
PATRICK JOSEPH MARODY
Financial Advisor, General Partner, VICE PRESIDENT
- CRD
- #2106244
- Ownership
- 50% but less than 75%
Showing 2 of 2 owners & executives
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Bryan Azzo
--
- CRD
- #7348508
CLIFFORD JAMES ROBISON
Financial Advisor, General Partner
- CRD
- #2975566
Insight eagle
Capital matrix
- CRD
- #34795
Showing 2 of 5 contacts
Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $281,434,753 | $433,644 |
| Non-Discretionary | $20,609,382 | $146,166 |
| Total | $302,044,135 | $382,334 |
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Separately Managed Accounts
Total SMA Asset: $302,044,135
| Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | $1,028,300,259 | 15.3% |
| Equity - Exchange | $927,486,508 | 13.8% |
| Cash | $618,324,339 | 9.2% |
| Municipal Bonds | $1,001,416,592 | 14.9% |
| Corporate - Investment Grade | $483,906,004 | 7.2% |
| Other | $1,384,508,845 | 20.6% |
| U.S. Government/Agency | $1,276,974,177 | 19.0% |
| Total | $6,720,916,724 | 100.0% |