CRD: 144203
FB Advisory Services, LLC
Livingston, TX
5126581758
$4.5M Total AUM
$4.5M Disc. AUM
-- 3Y CAGR
1 Employees
56 ADV. Clients
18 yrs Firm Age
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Request a Free TrialFirm Details
- Custodian
- --
- Clients
- Retail
- Platforms
- --
- Established Date
- 07-23-2007
- Office Locations
- 1
Office Locations
-- Livingston TX
About FB Advisory Services, LLC
FB Advisory Services, LLC is a Livingston-based RIA. The firm has been operating for 18 years. Managing $4.5M in total assets under management, with 1 advisory representatives.
Team overview
-- AVG AGE
$4.5M AVG AUM / ADVISOR
$80.8K AVG AUM / CLIENT
9.3 yrs AVG TENURE
1 Employees
1 Advisory Reps
0 RIA Reps
18yrs Firm Age
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Owner & Executives
D
DAVID RANDOLPH ALLEN
Manager, Partner
- CRD
- #2960813
- Ownership
- 75% or more
(451) 629-1609
north.crest@glaciercapital.com
in linkedin.com/in/beacon-beacon
Showing 1 of 1 owners & executives
Unlock allContacts
D
DAVID WAYNE MARTIN
--
- CRD
- #2442344
(320) 746-6526
crest.focus@matrixcapital.com
in linkedin.com/in/ember-legacy
Showing 1 of 2 contacts
Unlock allAssets Under Management
Total AUM
Discretionary
Non-Discretionary
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $4,525,000 | -- |
| Non-Discretionary | $0 | -- |
| Total | $4,525,000 | -- |
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Separately Managed Accounts
Total SMA Asset: $4,525,000
Corporate - Investment Grade:
12.4% Equity - OTC:
46.4% Cash:
18.2% Equity - Exchange:
23.0% | Asset class | Assets | Assets % |
|---|---|---|
| Corporate - Investment Grade | $956,303,632 | 12.4% |
| Equity - OTC | $3,578,426,494 | 46.4% |
| Cash | $1,403,606,944 | 18.2% |
| Equity - Exchange | $1,773,788,994 | 23.0% |
| Total | $7,712,126,064 | 100.0% |