F
$5.8M Total AUM
$5.8M Disc. AUM
-- 3Y CAGR
1 Employees
36 ADV. Clients
8 yrs Firm Age
This is a profile preview from the AdvizorPro Platform.
Request a Free TrialFirm Details
- Custodian
- Charles Schwab & Company
- Clients
- Retail
- Platforms
- Available
- Established Date
- 02-01-2018
- Office Locations
- 1
Office Locations
11500 S Eastern Avenue Suite 150 Henderson NV
About FED Advisors, INC
FED Advisors, Inc is a Henderson, NV RIA serving retirees and entrepreneurs with financial planning and discretionary portfolio management, including tax/estate and insurance planning. Portfolios emphasize asset allocation and risk management, primarily implemented with ETFs (and some mutual funds). Schwab is the primary custodian, and the firm leverages Pontera for held-away retirement assets.
Team overview
-- AVG AGE
$5.8M AVG AUM / ADVISOR
$161.7K AVG AUM / CLIENT
8.5 yrs AVG TENURE
1 Employees
1 Advisory Reps
1 RIA Reps
8yrs Firm Age
Insights
Available
Available
Available
Available
Available
Available
Available
Available
Asset Classes
Available
Client Personas
Available
Investment Themes
Available
Investment Vehicles
Available
Platform
Available
Services
Available
Technology
Available
Owner & Executives
GERALD A JONES
--
- CRD
- #6199005
- Ownership
- 75% or more
Available
Available
Available
Showing 1 of 1 owners & executives
Unlock allContacts
No contact records available.
Showing 0 of 1 contacts
Unlock allAssets Under Management
Total AUM
Discretionary
Non-Discretionary
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $5,820,575 | -- |
| Non-Discretionary | $0 | -- |
| Total | $5,820,575 | -- |
Want deeper insight
into 45,000+ RIAs?
What you're seeing here is just the starting point.
Separately Managed Accounts
Total SMA Asset: Available
Equity - Exchange:
Available Public Funds:
Available Cash:
Available | Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | Available | Available |
| Public Funds | Available | Available |
| Cash | Available | Available |
| Total | Available | Available |
Continue browsing