$161.4K Total AUM
$161.4K Disc. AUM
-- 3Y CAGR
4 Employees
3 ADV. Clients
15 yrs Firm Age
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- Custodian
- Charles Schwab & Company
- Clients
- Retail
- Platforms
- --
- Established Date
- 12-22-2010
- Office Locations
- 2
Office Locations
307 Carpenter DAM Road Suite H HOT Springs AR
-- Franklin TN
About Foresight Investment Advisors, LLC
Foresight Investment Advisors, LLC is a HOT Springs-based RIA with 2 offices. The firm has been operating for 15 years. Managing $161.4K in total assets under management, with 3 advisory representatives. They custody assets with Charles Schwab & Company.
Team overview
35 AVG AGE
$53.8K AVG AUM / ADVISOR
$53.8K AVG AUM / CLIENT
15 yrs AVG TENURE
4 Employees
3 Advisory Reps
3 RIA Reps
15yrs Firm Age
Insights
Available
Available
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Asset Classes
Available
Investment Vehicles
Available
Services
Available
Owner & Executives
STEVEN TODD IRWIN
Chief Compliance Officer, Investment Advisor, Managing Member
- CRD
- #3273883
- Ownership
- 75% or more
Available
Available
Available
M
MICHAEL SETH CARMODY
--
- CRD
- #5879961
- Ownership
- 10% but less than 25%
Available
Available
Available
Showing 2 of 2 owners & executives
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THOMAS HOWARD RIZZO
--
- CRD
- #5727300
Available
Available
Available
Showing 1 of 3 contacts
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Total AUM
Discretionary
Non-Discretionary
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $161,445 | -- |
| Non-Discretionary | $0 | -- |
| Total | $161,445 | -- |
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Separately Managed Accounts
Total SMA Asset: Available
Equity - Exchange:
Available Corporate - Investment Grade:
Available Cash:
Available | Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | Available | Available |
| Corporate - Investment Grade | Available | Available |
| Cash | Available | Available |
| Total | Available | Available |
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