$6.1M Total AUM
$0 Disc. AUM
-- 3Y CAGR
1 Employees
6 ADV. Clients
21 yrs Firm Age
This is a profile preview from the AdvizorPro Platform.
Request a Free TrialFirm Details
- Custodian
- Charles Schwab & Company · JP Morgan · TD Ameritrade
- Clients
- Retail
- Platforms
- Available
- Established Date
- 03-30-2005
- Office Locations
- 1
Office Locations
-- NEW York NY
About Financial Filosophy
Financial Filosophy is a fee-only financial planning and asset management firm based in New York City serving clients nationwide. Owner-led by Frederick John Deyeso III, it delivers tax, estate, retirement and insurance planning alongside portfolio construction using ETFs and mutual funds, with client focus that includes business owners and accounts custodied at Charles Schwab.
Team overview
-- AVG AGE
$6.1M AVG AUM / ADVISOR
$1.0M AVG AUM / CLIENT
3.1 yrs AVG TENURE
1 Employees
1 Advisory Reps
1 RIA Reps
21yrs Firm Age
Insights
Available
Available
Available
Available
Available
Available
Available
Available
Asset Classes
Available
Client Personas
Available
Custodian
Available
Investment Themes
Available
Investment Vehicles
Available
Services
Available
Technology
Available
Owner & Executives
F
Frederick John Deyeso III
Owner
- CRD
- #4931963
- 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 | $0 | -- |
| Non-Discretionary | $6,100,000 | -- |
| Total | $6,100,000 | -- |
Want deeper insight
into 45,000+ RIAs?
What you're seeing here is just the starting point.
Separately Managed Accounts
Total SMA Asset: Available
Public Funds:
Available | Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | Available | Available |
| Total | Available | Available |
Continue browsing