F
$5.4M Total AUM
$5.4M Disc. AUM
-- 3Y CAGR
1 Employees
7 ADV. Clients
8 yrs Firm Age
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- Custodian
- Lincoln Financial
- Clients
- Retail
- Platforms
- --
- Established Date
- 06-25-2018
- Office Locations
- 1
Office Locations
-- NEW York City NY
About Foresight Advisors
Foresight Advisors is a NEW York City-based RIA. The firm has been operating for 8 years. Managing $5.4M in total assets under management, with 1 advisory representatives. They custody assets with Lincoln Financial.
Team overview
-- AVG AGE
$5.4M AVG AUM / ADVISOR
$774.6K AVG AUM / CLIENT
4.3 yrs AVG TENURE
1 Employees
1 Advisory Reps
1 RIA Reps
8yrs Firm Age
Insights
Available
Available
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Asset Classes
Available
Investment Vehicles
Available
Services
Available
Owner & Executives
E
EDWARD STEPHEN ROSENFELD
Advisor, PRINCIPAL
- CRD
- #5201643
- 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 | $5,422,348 | -- |
| Non-Discretionary | $0 | -- |
| Total | $5,422,348 | -- |
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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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