CRD: 126408
Financial Decisions (USA) LLC
Amherst, NY
7169129062
$39.6M Total AUM
$39.6M Disc. AUM
-- 3Y CAGR
1 Employees
135 ADV. Clients
33 yrs Firm Age
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- Custodian
- Charles Schwab & Company ยท Hsbc
- Clients
- Retail
- Platforms
- --
- Established Date
- 10-01-1992
- Office Locations
- 1
Office Locations
-- Amherst NY
About Financial Decisions (USA) LLC
Financial Decisions (USA) LLC is a Amherst-based RIA. The firm has been operating for 33 years. Managing $39.6M in total assets under management, with 1 advisory representatives. They custody assets with Charles Schwab & Company and Hsbc. Services offered include Portfolio Construction.
Team overview
-- AVG AGE
$39.6M AVG AUM / ADVISOR
$293.2K AVG AUM / CLIENT
33.7 yrs AVG TENURE
1 Employees
1 Advisory Reps
1 RIA Reps
33yrs Firm Age
Insights
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Asset Classes
Focus glacier Prime
Investment Themes
Meridian Capital
Investment Vehicles
Harbor ridge
Services
Signal vertex
Owner & Executives
G
GARY MICHAEL ANDALORA
Managing Director, President
- CRD
- --
- Ownership
- 75% or more
(922) 513-1784
pathway.foundation@glaciercapital.com
in linkedin.com/in/focus-foundation
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Total AUM
Discretionary
Non-Discretionary
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $39,588,437 | -- |
| Non-Discretionary | $0 | -- |
| Total | $39,588,437 | -- |
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Separately Managed Accounts
Total SMA Asset: $39,588,437
Equity - Exchange:
9.3% Corporate - Investment Grade:
21.1% U.S. Government/Agency:
39.5% Cash:
11.5% Corporate - Non-Investment Grade:
18.6% | Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | $829,854,994 | 9.3% |
| Corporate - Investment Grade | $1,882,789,287 | 21.1% |
| U.S. Government/Agency | $3,524,652,931 | 39.5% |
| Cash | $1,026,164,777 | 11.5% |
| Corporate - Non-Investment Grade | $1,659,709,987 | 18.6% |
| Total | $8,923,171,976 | 100.0% |