F
$43.6M Total AUM
$20.1M Disc. AUM
-- 3Y CAGR
5 Employees
472 ADV. Clients
14 yrs Firm Age
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- Custodian
- --
- Clients
- Retail
- Platforms
- --
- Established Date
- 10-26-2011
- Office Locations
- 4
Office Locations
900 Jefferson Road Suite 301 Rochester NY
-- East Chatham NY
-- Rochester NY
About FSP Advisors, Inc.
FSP Advisors, Inc. is a Rochester-based RIA with 4 offices. The firm has been operating for 14 years. Managing $43.6M in total assets under management, with 5 advisory representatives.
Team overview
42 AVG AGE
$8.7M AVG AUM / ADVISOR
$92.5K AVG AUM / CLIENT
4 yrs AVG TENURE
5 Employees
5 Advisory Reps
0 RIA Reps
14yrs Firm Age
Insights
Available
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Owner & Executives
J
JULIAN JOAQUIN RUIZ JR
President
- CRD
- #1387837
- Ownership
- 75% or more
Available
Available
Available
Showing 1 of 1 owners & executives
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A
ALAN BESTERMAN
Financial Advisor
- CRD
- #1036570
Available
Available
Available
R
RYAN D BIERLEY
--
- CRD
- #5533189
Available
Available
Available
Showing 2 of 4 contacts
Unlock allAssets Under Management
Total AUM
Discretionary
Non-Discretionary
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $20,058,629 | -- |
| Non-Discretionary | $23,583,215 | -- |
| Total | $43,641,844 | -- |
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Separately Managed Accounts
Total SMA Asset: Available
Equity - Exchange:
Available | Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | Available | Available |
| Total | Available | Available |
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