This is a profile preview from the AdvizorPro Platform.
Request a Free TrialFirm Details
- Custodian
- Altruist ยท Charles Schwab & Company
- Clients
- Retail and Institutional
- Platforms
- Available
- Established Date
- 07-21-2023
- Office Locations
- 1
Office Locations
About FBS Securities
Backed by 40+ years of experience, FBS 401k (FBS Securities) provides full-service retirement plan design, TPA/recordkeeping, and IRS/ERISA and state-law compliance support for small-business employers, plus participant education. The team serves as a 3(21)/3(38) fiduciary for investment selection and offers wealth management and financial planning, including tax and estate planning, for owners and participants.
Team overview
Insights
Asset Classes
Client Personas
Custodian
Investment Themes
Investment Vehicles
Services
Technology
Owner & Executives
VENUGOPAL RAMAKRISHNAPPA REDDY
Chief Compliance Officer, President
- CRD
- #5125813
- Ownership
- 75% or more
Showing 1 of 1 owners & executives
Unlock allContacts
No contact records available.
Showing 0 of 1 contacts
Unlock allAssets Under Management
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $45,306,454 | -- |
| Non-Discretionary | $0 | -- |
| Total | $45,306,454 | -- |
Want deeper insight
into 45,000+ RIAs?
What you're seeing here is just the starting point.
Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | Available | Available |
| Public Funds | Available | Available |
| Cash | Available | Available |
| Other | Available | Available |
| Corporate - Investment Grade | Available | Available |
| Total | Available | Available |
Continue browsing