$340.0K Total AUM
$340.0K Disc. AUM
-- 3Y CAGR
3 Employees
6 ADV. Clients
5 yrs Firm Age
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Request a Free TrialFirm Details
- Custodian
- Interactive Brokers
- Clients
- Retail
- Platforms
- Available
- Established Date
- 07-01-2021
- Office Locations
- 2
Office Locations
1999 Bryan Street, Suite 900 Dallas TX
5301 Alpha Road Suite 80 Dallas TX
About Fesc Asset Management LLC
Fesc Asset Management LLC is a Dallas-based RIA with 2 offices. The firm has been operating for 5 years. Managing $340.0K in total assets under management, with 1 advisory representatives. They custody assets with Interactive Brokers.
Team overview
-- AVG AGE
$340.0K AVG AUM / ADVISOR
$56.7K AVG AUM / CLIENT
4.4 yrs AVG TENURE
3 Employees
1 Advisory Reps
3 RIA Reps
5yrs Firm Age
Insights
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Accredited Investors
Available
Asset Classes
Available
Custodian
Available
Investment Themes
Available
Investment Vehicles
Available
Platform
Available
Services
Available
Technology
Available
Owner & Executives
A
Adrian Fernandez Sordo
Manager
- CRD
- --
- Ownership
- 25% but less than 50%
Available
Available
Available
G
Gonzalo Fernandez Sordo
Chief Compliance Officer
- CRD
- --
- Ownership
- 25% but less than 50%
Available
Available
Available
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Total AUM
Discretionary
Non-Discretionary
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $340,000 | -- |
| Non-Discretionary | $0 | -- |
| Total | $340,000 | -- |
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Separately Managed Accounts
Total SMA Asset: Available
U.S. Government/Agency:
Available Equity - Exchange:
Available Public Funds:
Available Cash:
Available | Asset class | Assets | Assets % |
|---|---|---|
| U.S. Government/Agency | Available | Available |
| Equity - Exchange | Available | Available |
| Public Funds | Available | Available |
| Cash | Available | Available |
| Total | Available | Available |
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