$1.3M Total AUM
$406.4K Disc. AUM
-- 3Y CAGR
1 Employees
6 ADV. Clients
9 yrs Firm Age
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- Custodian
- Interactive Brokers
- Clients
- Retail
- Platforms
- --
- Established Date
- 08-02-2016
- Office Locations
- 1
Office Locations
8668 Navarre Pkwy STE 112 Navarre FL
About FIA Services, Inc.
FIA Services, Inc. is a Florida-based registered investment adviser serving retail clients with customized financial planning and portfolio management, with an emphasis on IRA and workplace-plan rollovers (including inherited and Roth accounts) and tax-advantaged investing. Portfolios are ETF-centric, and the firm reports working with Interactive Brokers as a custodian.
Team overview
-- AVG AGE
$1.3M AVG AUM / ADVISOR
$212.8K AVG AUM / CLIENT
10 yrs AVG TENURE
1 Employees
1 Advisory Reps
1 RIA Reps
9yrs Firm Age
Insights
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Custodian
Available
Investment Themes
Available
Investment Vehicles
Available
Services
Available
Owner & Executives
B
BERTRAND ROBERGE
Chief Compliance Officer, President, Relationship Manager
- CRD
- #6061142
- Ownership
- 75% or more
Available
Available
Available
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Total AUM
Discretionary
Non-Discretionary
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $406,415 | -- |
| Non-Discretionary | $870,586 | -- |
| Total | $1,277,001 | -- |
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Separately Managed Accounts
Total SMA Asset: Available
Equity - Exchange:
Available Cash:
Available | Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | Available | Available |
| Cash | Available | Available |
| Total | Available | Available |
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